Financial Solutions Advisor - Pinellas County Market

Bank of America

Pinellas County, FL, US
Financial planning with brokerage products
Client needs triage and referral
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Financial planning with brokerage products
  • Client needs triage and referral
  • Risk mitigation and control
  • Investment product knowledge
  • Client relationship management

Nice-to-have

  • Strong computer multitasking skills
  • Professional financial designations
  • Insurance licensing
  • Effective communication and collaboration
  • Adaptability and continuous learning

Key Requirements

  • Series 7 & 66 licenses or equivalent
  • Minimum one year investment industry experience
  • Minimum one year financial services or sales experience
  • SAFE Act registration and background check
  • Ability to meet sales goals

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter