Financial Solutions Advisor - Hallandale Beach Financial Center

Bank of America

Hallandale Beach, Florida, United States
Not specified; not specified; competitive benefits...
Series 7 and series 66 licenses
Investment 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.
  • 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; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Building strong client relationships

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • One year investments industry experience
  • One year financial service or sales experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter