Financial Solutions Advisor - Ballwin, Mo

Bank of America

Ballwin, Missouri, USA
Series 7 and 66 licenses
Financial planning and advice
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.
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • 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

  • Series 7 and 66 licenses
  • Financial planning and advice
  • Brokerage product recommendations
  • Client relationship management
  • Sales environment experience

Nice-to-have

  • Adaptable and eager to learn
  • Effective communication skills
  • Goal-oriented and driven
  • Collaborative team player

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter