Financial Solutions Advisor- Pawleys Island Financial Center
Bank of America
Pawleys Island, USA
Financial planning and goal setting
Investment and banking strategies
Client lead triaging and referrals
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
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
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Financial planning and goal setting
Investment and banking strategies
Client lead triaging and referrals
Risk mitigation and control
New client engagement and prospecting
Nice-to-have
Building and nurturing strong relationships
Effective collaboration and communication
Adaptability and continuous learning
Thorough regulatory due diligence
Executive presence and business acumen
Key Requirements
Series 7 and 66 licenses required
Minimum one year financial service/sales experience