Financial Solutions Advisor-haymarket Financial Center

Bank of America

Haymarket, Virginia, US
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Financial plan development
Investment strategy recommendation
Client needs assessment
** Bank of America is seeking a Financial Solutions Advisor for its Haymarket Financial Center, responsible for providing clients with customized financial solutions and advice. The ideal candidate should hold relevant licenses and have experience in the financial services industry, with a focus on building client relationships and achieving 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, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for its Haymarket Financial Center, responsible for providing clients with customized financial solutions and advice. The ideal candidate should hold relevant licenses and have experience in the financial services industry, with a focus on building client relationships and achieving financial goals. **

Skills & Requirements

Must-have

  • Financial plan development
  • Investment strategy recommendation
  • Client needs assessment
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Adaptability and learning
  • Time and capacity management
  • Thorough regulatory due diligence
  • Executive presence
  • Effective oral communication

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year financial service experience
  • Minimum one year sales experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter