Financial Solutions Advisor - Ballwin, Mo

Bank of America

Ballwin, Missouri, USA
In-office
Client financial planning
Brokerage product recommendations
Risk mitigation
Bank of America is seeking a Financial Solutions Advisor in Ballwin, Missouri, to provide customized financial advice and solutions to clients. The role requires strong knowledge of investment products and services, as well as the ability to build client relationships and meet 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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage 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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in Ballwin, Missouri, to provide customized financial advice and solutions to clients. The role requires strong knowledge of investment products and services, as well as the ability to build client relationships and meet financial goals.

Skills & Requirements

Must-have

  • Client financial planning
  • Brokerage product recommendations
  • Risk mitigation
  • Client referral management

Nice-to-have

  • Client relationship building
  • Adaptability to new information
  • Efficient time management

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience

Work Rights

Not specified

Tailored Resume

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