Financial Solutions Advisor - Greenville Market

Bank of America

Greenville, United States
Not specified; not specified; not specified
In-office with specific attendance requirements and some flexibility based on role-specific considerations.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for the Greenville Market to provide customized financial advice and solutions to clients. The role focuses on building financial plans, triaging client needs, and referring clients to appropriate services while maintaining compliance with regulatory requirements

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 for mortgage loan provisions.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the Greenville Market to provide customized financial advice and solutions to clients. The role focuses on building financial plans, triaging client needs, and referring clients to appropriate services while maintaining compliance with regulatory requirements.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Minimum one year investments experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

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