Financial Solutions Advisor - Sarasota South Market

Bank of America

Sarasota, Florida, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license required
Investment industry experience
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage-related activities.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Competitive benefits included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Building strong client relationships
  • Adapting to new information quickly

Key Requirements

  • Series 7 & 66 (or 63/65) licenses
  • One year investments industry experience
  • One year financial service sales experience
  • SAFE Act registration compliance
  • Passing score within 60 days if missing series

Work Rights

Not specified

Tailored Resume

Cover Letter