Financial Solutions Advisor - Lakeland, Fl

Bank of America (GHR)

Lakeland, FL, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license
One year investments experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • The position involves triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year investments experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Spanish language proficiency
  • CFP or CRPC designation
  • Insurance licenses held
  • Strong computer multitasking skills
  • Three years sales experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales
  • SAFE Act registration and background check
  • Ability to meet or exceed sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter