Financial Solutions Advisor - Gunbarrel

Bank of America

Gunbarrel, ,
In-office
Financial planning with brokerage products
Client relationship management
Risk mitigation and control
Bank of America is seeking a Financial Solutions Advisor in Gunbarrel to provide tailored financial advice and solutions to clients. The role includes client engagement, financial planning, and collaboration with internal partners while emphasizing compliance with regulatory requirements

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in Gunbarrel to provide tailored financial advice and solutions to clients. The role includes client engagement, financial planning, and collaboration with internal partners while emphasizing compliance with regulatory requirements.

Skills & Requirements

Must-have

  • Financial planning with brokerage products
  • Client relationship management
  • Risk mitigation and control
  • Referral and pipeline management
  • Investment product knowledge

Nice-to-have

  • Strong computer multitasking skills
  • Collaborative teamwork
  • Effective communication
  • Adaptability and continuous learning
  • Goal setting and achievement

Key Requirements

  • Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
  • At least one year investment industry experience
  • At least one year financial services or sales experience
  • SAFE Act registration and background check
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter