Financial Solutions Advisor - Greensboro Area

Bank of America

Greensboro, North Carolina, United States
**
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 in Greensboro, NC, to provide clients with tailored financial advice and solutions to help them meet their financial goals. The role requires strong relationship-building skills, knowledge of investment products, and the ability to work effectively in a fast-paced environment. **

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 while adhering to SAFE Act registration requirements.
  • Bank of America offers an inclusive workplace culture focused on responsible growth and supporting teammate wellness.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor in Greensboro, NC, to provide clients with tailored financial advice and solutions to help them meet their financial goals. The role requires strong relationship-building skills, knowledge of investment products, and the ability to work effectively in a fast-paced environment. **

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong computer multitasking skills
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with 60-day completion)
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales
  • SAFE Act background check and registration

Work Rights

Not specified

Tailored Resume

Cover Letter