Financial Solutions Advisor - Central Broward Market

Bank of America

Broward County, US
Series 7 & 66 licenses
Investments industry experience
Financial service sales experience
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses
  • Investments industry experience
  • Financial service sales experience
  • Client relationship building
  • Effective communication skills

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor designation
  • Insurance licenses obtained
  • Adaptability to new information

Key Requirements

  • Series 7 & 66 licenses
  • 1+ year investments industry experience
  • 1+ year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter