Financial Solutions Advisor - Chelmont

Bank of America (GHR)

Chelmont, US
Not specified; not specified; competitive benefits...
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • The position offers opportunities to learn, grow, and make an impact while working with a diverse and inclusive team.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Three years sales environment experience

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year investment experience
  • SAFE Act registration compliance
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter