Financial Solutions Advisor - Summit Financial Center
Bank of America
Lexington, United States
Series 7 and 66 licenses
Financial plan building
Brokerage product recommendations
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.
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
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Series 7 and 66 licenses
Financial plan building
Brokerage product recommendations
Client lead triaging
Risk mitigation
Nice-to-have
Client relationship nurturing
Effective communication skills
Adaptability to new information
Goal accomplishment mindset
Key Requirements
Series 7 and 66 licenses required
Minimum one year investments industry experience
Minimum one year financial service/sales experience