Financial Solutions Advisor Registration Candidate - Janaf Shopping Center Financial Center
Bank of America
Norfolk, USA
Client relationship cultivation
Needs assessment and solution recommendation
Financial planning with brokerage products
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
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
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Client relationship cultivation
Needs assessment and solution recommendation
Financial planning with brokerage products
Banking and investment strategy recommendation
Risk mitigation in daily activities
New client engagement and prospecting
Nice-to-have
Executive presence
Business acumen
Client experience branding
Results-driven mindset
Collaboration and peer relationships
Key Requirements
Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent