Financial Solutions Advisor - Nw Florida Market

Bank of America

Nw Florida, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license
One year investments experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

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

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year investments experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Strong computer multitasking skills
  • Three years sales experience preferred
  • CFP or CRPC professional designations
  • Insurance licenses obtained
  • Building strong client relationships

Key Requirements

  • Currently holds Series 7 & 66 (or 63/65)
  • At least one year in investments industry
  • At least one year in financial service/sales
  • SAFE Act registration and background check
  • Ability to meet or exceed sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter