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 development
Brokerage product recommendations
Client goal achievement
Risk mitigation
Nice-to-have
Relationship building
Effective communication
Adaptability and learning
Time management skills
Client experience focus
Key Requirements
Series 7 and 66 licenses
Minimum one year investments industry experience
Minimum one year financial service/sales experience