Financial Solutions Advisor
1 month ago
This role is responsible for providing expert financial advice and customized solutions to clients to help them achieve their long-term financial goals.
Key responsibilities include:
- Triage client leads and make referrals to business partners based on client needs and asset thresholds
- Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
This position is subject to SAFE Act registration requirements and requires registration with the federal registry system and a background check.
The ideal candidate will have:
- Series 7 & 65 licenses (or equivalent)
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Strong computer skills and ability to multitask in a demanding environment
Bank of America is an equal opportunity employer and prohibits discrimination on the basis of race, color, religion, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.
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