Financial Solutions Advisor- Williamette Valley

Bank of America

Williamette Valley, USA
Series 7 & 66 licenses
Investment industry experience
Financial service sales experience
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.
  • 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.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

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

  • Series 7 & 66 licenses
  • Investment industry experience
  • Financial service sales experience
  • Client relationship management
  • Risk mitigation

Nice-to-have

  • Goal setting and achievement
  • Effective collaboration
  • Confident communication
  • Adaptability and learning
  • Time management skills
  • Thoroughness in due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter