Financial Solutions Advisor - Parkway Town Center

Bank of America

Parkway Town Center, US
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license
One year investments experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • The position involves triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients 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
  • One year investments experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

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

Key Requirements

  • Series 7 & 66 (or 63/65) licenses
  • At least one year investments industry experience
  • At least one year financial service/sales experience
  • SAFE Act registration and background check
  • Ability to meet asset threshold referral criteria

Work Rights

Not specified

Tailored Resume

Cover Letter