Financial Solutions Advisor - Charlottesville, Va Area
Bank of America
Charlottesville, VA, US
Financial planning and advice
Client relationship management
Brokerage product recommendations
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.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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
Financial planning and advice
Client relationship management
Brokerage product recommendations
Risk mitigation
Nice-to-have
Adaptable to new information
Efficient time management
Thorough regulatory due diligence
Key Requirements
Series 7 and 66 licenses required
Minimum one year investments industry experience
Minimum one year financial service/sales experience