Financial Solutions Advisor -columbia Heights Financial Center

Bank of America

Columbia Heights, District of Columbia, US
$65,000.00 - $75,000.00 annualized salary; formula...
Financial planning and goal setting
Client needs assessment
Brokerage product sales
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.
  • The position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

$65,000.00 - $75,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Client needs assessment
  • Brokerage product sales
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Building strong relationships
  • Effective collaboration
  • Confident communication
  • Adaptability to new information
  • Time and capacity management

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year financial service experience
  • Minimum one year sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter