Financial Solutions Advisor - Lakeland, Fl

Bank of America

Lakeland, FL, USA
On-site
Financial planning and advice
Brokerage product recommendations
Client lead triaging
Bank of America is seeking a Financial Solutions Advisor for its Lakeland, FL location. The role involves providing tailored financial advice to clients, requiring relevant licenses and experience in the financial services sector, with a focus on fostering client relationships and achieving 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for its Lakeland, FL location. The role involves providing tailored financial advice to clients, requiring relevant licenses and experience in the financial services sector, with a focus on fostering client relationships and achieving financial goals.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client lead triaging
  • Risk mitigation
  • Client relationship building

Nice-to-have

  • Spanish language proficiency
  • Computer multitasking skills
  • Adaptability to new information
  • Thoroughness in regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1+ year investments industry experience
  • 1+ year financial service/sales experience
  • Spanish required

Work Rights

Not specified

Tailored Resume

Cover Letter