Financial Solutions Advisor Ii- Alpharetta

Bank of America (GHR)

Alpharetta, Georgia, US
Financial plan building
Brokerage product recommendation
Client lead triaging
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.
  • 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 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

  • Financial plan building
  • Brokerage product recommendation
  • Client lead triaging
  • Referral to business partners
  • Risk mitigation

Nice-to-have

  • Goal setting and achievement
  • Relationship building
  • Effective collaboration
  • Adaptability to new information
  • Time and capacity management

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter