Not specified; not specified; competitive benefits...
Series 7 & 66 licenses required
One year investments industry experience
Client relationship management skills
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.
Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing within the organization.
Matching Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Salary
Not specified; Not specified; Competitive benefits offered
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year investments industry experience
Client relationship management skills
Risk mitigation and control
Financial planning and strategy
Nice-to-have
Strong computer and multitasking skills
Three years sales environment experience
CFP or CRPC professional designations
Insurance licenses obtained
Adaptability to new information
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum one year experience in investments industry
Minimum one year experience in financial service or sales
SAFE Act registration and background check compliance