Financial Solutions Advisor - Greenville Market

Bank of America (GHR)

Greenville, United States
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • The position requires triaging client leads, building financial plans with brokerage products, and recommending banking strategies.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year in investments industry
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter