Financial Solutions Advisor - Stonegate

Bank of America

Crowley, United States
Financial planning and investment strategies
Client lead triaging and referrals
Brokerage product recommendations
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day

Job Summary

  • Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

Skills & Requirements

Must-have

  • Financial planning and investment strategies
  • Client lead triaging and referrals
  • Brokerage product recommendations
  • Risk mitigation and control
  • Client engagement and relationship building

Nice-to-have

  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence
  • Strong computer skills
  • Professional designations like CFP or CRPC

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter