Financial Solutions Advisor Ii- Consumer Investments-alpharetta Market

Bank of America (GHR)

Alpharetta, Georgia, United States
Not specified; not specified; not specified
**
Series 7 & 66 licenses required
One year investments industry experience
Client relationship management skills
** Bank of America is seeking a Financial Solutions Advisor II for its Alpharetta, Georgia market to provide tailored financial advice and solutions to clients. The ideal candidate will have a strong background in the investments and financial services industries, along with a commitment to building relationships and achieving goals. **

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor II for its Alpharetta, Georgia market to provide tailored financial advice and solutions to clients. The ideal candidate will have a strong background in the investments and financial services industries, along with a commitment to building relationships and achieving goals. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client relationship management skills
  • Financial planning and strategy development
  • Risk mitigation and regulatory compliance

Nice-to-have

  • Strong computer and multitasking skills
  • Three years sales environment experience
  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Ability to engage all client types

Key Requirements

  • Currently holds Series 7 & 66 (or 63/65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales
  • Must obtain SAFE Act registration and pass background check

Work Rights

Not specified

Tailored Resume

Cover Letter