Financial Solutions Advisor - Registered Candidate - Venice Pines

Bank of America (GHR)

Venice Pines, US
Not specified; not specified; not specified
In-office
Series 7 and series 66 licensing
Client financial goal planning
Investment product knowledge
Bank of America is seeking a Financial Solutions Advisor - Registered Candidate for its Venice Pines location, focused on guiding clients toward their financial goals through personalized advice and solutions. The role requires obtaining necessary financial registrations while providing comprehensive client service in an in-office environment

Job Summary

  • The primary role is to acquire necessary registrations and training to become a Financial Solutions Advisor providing comprehensive advice to clients.
  • Responsibilities include conducting client reviews, recommending banking and investment strategies, and triaging leads to appropriate internal service providers.
  • Bank of America is committed to an in-office culture with specific attendance requirements while supporting teammate wellness and professional growth.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor - Registered Candidate for its Venice Pines location, focused on guiding clients toward their financial goals through personalized advice and solutions. The role requires obtaining necessary financial registrations while providing comprehensive client service in an in-office environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licensing
  • Client financial goal planning
  • Investment product knowledge
  • Banking and brokerage integration
  • Client referral triage

Nice-to-have

  • Strong computer multitasking skills
  • Fast-paced environment adaptability
  • Effective oral communication
  • Inclusive workplace commitment

Key Requirements

  • Obtain Series 7 and Series 66 within 120 days
  • High School Diploma or GED equivalent
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter