Financial Solutions Advisor- Williamette Valley

Bank of America

Williamette Valley, OR, US
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.
  • Bank of America offers opportunities to learn, grow, and make an impact within an inclusive workplace culture.

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

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Insurance license acquisition

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter