Financial Solutions Advisor Registration Candidate - Harrison Ave Financial Center
Bank of America
Cary, USA
Client solutions advisory
Investment management
Pipeline management
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, and meeting with clients to review financial and investment goals and recommend 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
Client Solutions Advisory
Investment Management
Pipeline Management
Risk Management
Client Management
Nice-to-have
Client Experience Branding
Executive Presence
Oral Communications
Business Acumen
Customer and Client Focus
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree and/or minimum one year financial services industry or sales experience