Financial Solutions Advisor - Windermere Financial Center - Bilingual In Mandarin / English Required

Bank of America (GHR)

Windermere, Florida, United States
Financial planning and advice
Brokerage product recommendations
Client lead triaging
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

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

Matching Summary

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

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client lead triaging
  • Referral to business partners
  • Risk mitigation in daily activities

Nice-to-have

  • Builds and nurtures strong relationships
  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter