Financial Solutions Advisor - North Ft Lauderdale

Bank of America

Coral Springs, Florida, USA
Financial planning and advice
Client needs assessment
Brokerage product recommendations
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 is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

  • Financial planning and advice
  • Client needs assessment
  • Brokerage product recommendations
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Building strong relationships
  • Effective collaboration
  • Adaptability to new information
  • Thorough regulatory due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter