Financial Solutions Advisor - Five Points Financial Center

Bank of America

In-office with flexibility
Financial planning and goal setting
Client relationship management
Investment strategy recommendations
Bank of America is seeking a Financial Solutions Advisor for its Five Points Financial Center, focused on providing tailored financial advice and solutions to clients. The ideal candidate will have relevant licenses, industry experience, and strong relationship-building skills, while the role offers opportunities for professional growth within an inclusive corporate culture

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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 for its Five Points Financial Center, focused on providing tailored financial advice and solutions to clients. The ideal candidate will have relevant licenses, industry experience, and strong relationship-building skills, while the role offers opportunities for professional growth within an inclusive corporate culture.

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Client relationship management
  • Investment strategy recommendations
  • Risk mitigation and control
  • New client engagement

Nice-to-have

  • Adaptable to new information
  • Efficient time management
  • Thorough regulatory due diligence
  • Executive presence
  • Strong communication skills

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year financial service experience
  • Minimum one year sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter