National Financial Solutions Advisor I (charlotte, Nc) (series 7 Required)

Bank of America

Charlotte, North Carolina, USA
Sales-oriented client relationship building
Clear and confident client communication
Collaborative work environment
FSAs leverage the Bank of America and Merrill offering model to provide advice and solutions including investment, banking, and lending to help clients achieve their financial goals

Job Summary

  • FSAs leverage the Bank of America and Merrill offering model to provide advice and solutions including investment, banking, and lending to help clients achieve their financial goals.
  • The role offers unlimited potential for financial growth, building a client portfolio through exceptional care, and robust marketing support.
  • Bank of America is committed to responsible growth, supporting communities, providing continuous training, and believing diversity makes them stronger.

Matching Summary

FSAs leverage the Bank of America and Merrill offering model to provide advice and solutions including investment, banking, and lending to help clients achieve their financial goals.

Skills & Requirements

Must-have

  • Sales-oriented client relationship building
  • Clear and confident client communication
  • Collaborative work environment
  • Fast-paced execution
  • Adaptable learning
  • Time and capacity management

Nice-to-have

  • Client needs assessment
  • Solution identification and recommendation
  • Client relationship management experience
  • Computer proficiency and multitasking

Key Requirements

  • Series 7 and 66 or equivalent
  • 0-2 years financial service experience
  • Metrics-based sales environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter