National Financial Solutions Advisor I (charlotte, Nc) (series 7 Required)

Bank of America

Charlotte, North Carolina, USA
On-site
Series 7 required
Sales-oriented client relationship building
Clear and confident client communication
Leverage the Bank of America and Merrill offering model to provide advice and solutions including investment, banking, and lending

Job Summary

  • Leverage the Bank of America and Merrill offering model to provide advice and solutions including investment, banking, and lending.
  • Receive world-class training, one-on-one coaching, and ongoing professional development to build a successful career.
  • Build a portfolio of clients by providing exceptional client care with industry-leading products and services.

Matching Summary

Leverage the Bank of America and Merrill offering model to provide advice and solutions including investment, banking, and lending.

Skills & Requirements

Must-have

  • Series 7 required
  • Sales-oriented client relationship building
  • Clear and confident client communication
  • Collaboration and teamwork
  • Fast-paced environment execution

Nice-to-have

  • Continuous learning and adaptation
  • Time and capacity management
  • Thoroughness and regulatory due diligence

Key Requirements

  • Series 7, and 66 or equivalent
  • Bachelor's degree and 0-2 years of experience
  • Experience assessing client needs and recommending solutions

Work Rights

Not specified

Tailored Resume

Cover Letter