Financial Solution Advisor - South Miami

Bank of America

South Miami, US
Financial planning and advice
Brokerage products and solutions
Client needs assessment
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is devoted to being a diverse and inclusive workplace for everyone, investing heavily in teammates and their families by offering competitive benefits.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage products and solutions
  • Client needs assessment
  • Risk mitigation and control
  • Client lead generation

Nice-to-have

  • Building strong relationships
  • Effective communication skills
  • Adaptability and learning
  • Time and capacity management
  • Thoroughness and due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter