Financial Solutions Advisor Ii- Consumer Investments-alpharetta Market

Bank of America (GHR)

Alpharetta, US
Financial plan development
Brokerage product recommendation
Client lead triaging
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders every day

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for 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.
  • Job expectations include applying and expanding knowledge by completing required licenses and trainings.

Matching Summary

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

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendation
  • Client lead triaging
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Building strong relationships
  • Effective collaboration
  • Adapting to new information
  • Thorough regulatory 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