Financial Solutions Advisor - Charlottesville, Va Area
Bank of America
Charlottesville, Virginia, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.
Matching Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client financial goal planning
Nice-to-have
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Strong computer multitasking skills
Key Requirements
Series 7 license
Series 66 license (or 63/65)
Minimum one year investments experience
Minimum one year financial service sales experience