Financial Solutions Advisor - Mount Dora Financial Center
Bank of America
Mount Dora, FL, US
Not specified; not specified; competitive benefits...
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Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
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Bank of America is seeking a Financial Solutions Advisor for its Mount Dora Financial Center. The role involves providing tailored financial advice to clients, meeting their investment goals, and requires specific licenses and experience in the financial services industry.
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Job Summary
This 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, to remain in good standing.
The position involves triaging client leads, making referrals based on asset thresholds, and recommending banking and investment strategies.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor for its Mount Dora Financial Center. The role involves providing tailored financial advice to clients, meeting their investment goals, and requires specific licenses and experience in the financial services industry.
**
Salary
Not specified; Not specified; Competitive benefits offered
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Client relationship building
Financial planning and strategy
Nice-to-have
CFP or CRPC professional designation
Insurance licenses obtained
Three years sales environment experience
Strong computer multitasking skills
Adaptable to new information
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum one year investments industry experience
Minimum one year financial service or sales experience