Financial Solutions Advisor - Southeast Wisconsin Market

Bank of America

Southeast Wisconsin, USA
Financial planning and investment recommendations
Client lead triaging and referrals
Brokerage product knowledge
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.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Being a Great Place to Work is core to how we drive Responsible Growth.

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 investment recommendations
  • Client lead triaging and referrals
  • Brokerage product knowledge
  • Risk mitigation in daily activities
  • Client engagement and relationship building

Nice-to-have

  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence
  • Strong computer skills
  • Ability to multitask

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter