Financial Solutions Advisor - Broward County

Bank of America

Broward County, Florida, United States
Client relationship management
Investment product knowledge
Sales experience in finance
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • We’re devoted to being a diverse and inclusive workplace for everyone.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product knowledge
  • Sales experience in finance

Nice-to-have

  • Strong computer skills
  • Ability to multitask
  • Professional designations like CFP

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year experience in the investments industry
  • At least one year experience in financial services or sales

Work Rights

Not specified

Tailored Resume

Cover Letter