Financial Solutions Advisor - Arkansas And Kansas Market

Bank of America

Arkansas, USA
Financial planning and investment strategies
Client lead triaging and referrals
Brokerage product recommendations
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Skills & Requirements

Must-have

  • Financial planning and investment strategies
  • Client lead triaging and referrals
  • Brokerage product recommendations
  • Risk mitigation and control
  • New client engagement

Nice-to-have

  • Spanish bilingual strongly desired
  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter