Financial Solutions Advisor - Ne Georgia

Bank of America

Georgia, United States
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing with the federal registry system.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building financial plans with brokerage products.

Matching Summary

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

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 license
  • Series 66 (or 63/65) license
  • One year investments experience
  • One year financial service experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter