Financial Solutions Advisor - Southern Virginia Market

Bank of America

Southern Virginia, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses
One year investments industry experience
One year financial service sales experience
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration to be eligible for residential mortgage loan originations.
  • The position requires triaging client leads, building financial plans, and recommending strategies aligned with client needs.

Matching Summary

This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year investments industry experience
  • One year financial service sales experience

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Strong computer multitasking skills
  • Three years financial service experience

Key Requirements

  • Series 7 license required
  • Series 66 license required or 63/65 within 60 days
  • Minimum one year investments experience
  • Minimum one year financial service/sales experience
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter