Bank of America is seeking a Financial Solutions Advisor for the Greenville market to provide tailored financial advice and solutions to clients. The role requires a minimum of one year of experience in financial services and relevant licenses, with a focus on building client relationships and achieving 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
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor for the Greenville market to provide tailored financial advice and solutions to clients. The role requires a minimum of one year of experience in financial services and relevant licenses, with a focus on building client relationships and achieving financial goals.
Skills & Requirements
Must-have
Provide comprehensive financial advice
Develop financial plans
Recommend brokerage products
Manage client relationships
Mitigate and control risk
Nice-to-have
Strong computer skills
Ability to multitask
Adapt to new information
Seek right solutions for clients
Key Requirements
Series 7 and 66 licenses
Minimum one year investments industry experience
Minimum one year financial service/sales experience
High School Diploma / GED / Secondary School or equivalent