Financial Solutions Advisor - Charlottesville, Va Area
Bank of America
Charlottesville, VA, US
On-site
Provide comprehensive financial advice
Recommend brokerage products
Build financial plans
Bank of America is seeking a Financial Solutions Advisor in Charlottesville, VA, to provide tailored financial advice and solutions to clients. The ideal candidate should have a background in the investments industry and possess the necessary licenses, along with strong communication and relationship-building skills.
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Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
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 in Charlottesville, VA, to provide tailored financial advice and solutions to clients. The ideal candidate should have a background in the investments industry and possess the necessary licenses, along with strong communication and relationship-building skills.
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Skills & Requirements
Must-have
Provide comprehensive financial advice
Recommend brokerage products
Build financial plans
Manage client relationships
Mitigate and control risk
Nice-to-have
Achieve professional designations
Obtain insurance licenses
Strong computer skills
Key Requirements
Series 7 and 66 licenses
Minimum one year of investments industry experience
Minimum one year of financial service/sales experience
High School Diploma / GED / Secondary School or equivalent