Financial Solutions Advisor - West Palm Beach Market

Bank of America

West Palm Beach, Florida, USA
Series 7 & 66 licenses
Financial planning for clients
Recommending brokerage products
Responsible Growth is how Bank of America runs the company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs the 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 invests heavily in teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Matching Summary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Financial planning for clients
  • Recommending brokerage products
  • Client lead triaging
  • Risk mitigation in daily activities

Nice-to-have

  • Building and nurturing relationships
  • Effective communication and confidence
  • Adapting to new information
  • Efficient time and capacity management
  • Thorough regulatory 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