Financial Solutions Advisor - Dayton Mall Financial Center
Bank of America
Dayton, USA
Series 7 and 66 licenses
Financial planning and goal setting
Client relationship management
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
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
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Series 7 and 66 licenses
Financial planning and goal setting
Client relationship management
Sales and referral generation
Risk mitigation
Nice-to-have
Adaptable and eager to learn
Strong executive presence
Thorough regulatory due diligence
Investment product expertise
Key Requirements
Series 7 and 66 licenses required
Minimum one year financial service/sales experience