Financial Solutions Advisor - Coastal Carolinas

Bank of America

Coastal Carolinas, US
Not specified; not specified; not specified
In-office
Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor in Coastal Carolinas to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. The role requires licenses in securities and experience in the financial services industry, with a focus on building strong client relationships

Job Summary

  • The 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 for mortgage loan provisions.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact in the communities served.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in Coastal Carolinas to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. The role requires licenses in securities and experience in the financial services industry, with a focus on building strong client relationships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year investment experience
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter