Financial Solutions Advisor - Temple Financial Center

Bank of America

Temple, USA
Financial planning and goal setting
Brokerage product recommendations
Client lead triaging and referrals
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Brokerage product recommendations
  • Client lead triaging and referrals
  • Risk mitigation in daily activities
  • Client engagement and relationship building

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Adaptability to new information
  • Thorough regulatory due diligence
  • Effective time and capacity management

Key Requirements

  • Series 7 & 66 licenses
  • One year investments industry experience
  • One year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter