Financial Solutions Advisor - Southeast Wisconsin Market

Bank of America

Southeast Wisconsin, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

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 for mortgage loan provisions.
  • Bank of America offers an in-office culture with opportunities to learn, grow, and make an impact within a supportive community.

Matching Summary

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

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Building strong client relationships

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year investments experience
  • SAFE Act background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter