Financial Solutions Advisor - Summit Financial Center

Bank of America

In-office with flexibility based on role-specific considerations.
Series 7 and series 66 licenses required
One year investments industry experience
Client relationship management skills
Bank of America is seeking a Financial Solutions Advisor for their Summit Financial Center, responsible for providing tailored financial advice and solutions to clients. The role requires expertise in investments and client relationship management, along with necessary licensing and compliance adherence

Job Summary

  • This 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 for mortgage loan provisions.
  • The position involves triaging client leads, making referrals based on asset thresholds, and recommending brokerage products like stocks and bonds.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for their Summit Financial Center, responsible for providing tailored financial advice and solutions to clients. The role requires expertise in investments and client relationship management, along with necessary licensing and compliance adherence.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client relationship management skills

Nice-to-have

  • Certified Financial Planner designation preferred
  • Strong computer multitasking abilities
  • Three years sales environment experience

Key Requirements

  • Current Series 7 and 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter