Financial Solutions Advisor - Pbg Treasure Coast Market

Bank of America

Not specified; not specified; competitive benefits...
Not specified
Series 7 license required
Series 66 or 63/65 license
Investment industry experience
Bank of America is seeking a Financial Solutions Advisor for their Treasure Coast Market, responsible for providing personalized financial advice and solutions to clients. The ideal candidate should possess relevant financial licenses, experience in the investments and financial services industries, and strong communication and relationship-building skills

Job Summary

  • The 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.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for their Treasure Coast Market, responsible for providing personalized financial advice and solutions to clients. The ideal candidate should possess relevant financial licenses, experience in the investments and financial services industries, and strong communication and relationship-building skills.

Salary

Not specified; Not specified; Competitive benefits included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • CFP or CRPC designation
  • Insurance licenses
  • Strong computer multitasking skills
  • Relationship building capabilities
  • Adaptability to new information

Key Requirements

  • Series 7 & 66 (or 63/65) licenses
  • One year investments industry experience
  • One year financial service/sales experience
  • SAFE Act registration compliance
  • Passing score within 60 days if missing Series 66

Work Rights

Not specified

Tailored Resume

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