Financial Solutions Advisor - Utah North Market

Bank of America

Utah, United States
Not specified; not specified; not specified
In-office with 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 Utah North Market to provide tailored financial advice and solutions to clients, helping them achieve financial goals. The role requires strong interpersonal skills and compliance with regulatory requirements, specifically regarding mortgage loan origins

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, including SAFE Act registration.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the Utah North Market to provide tailored financial advice and solutions to clients, helping them achieve financial goals. The role requires strong interpersonal skills and compliance with regulatory requirements, specifically regarding mortgage loan origins.

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

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

Key Requirements

  • Series 7 license
  • Series 66 license or 63/65 within 60 days
  • Minimum one year investments experience
  • Minimum one year financial service/sales experience
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter