Financial Solutions Advisor

4 weeks ago


Lawrenceville, Georgia, United States Bank of America Full time

Job Description:

The Financial Solutions Advisor Stage I role is a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions. Key responsibilities include providing end-to-end comprehensive advice and customized solutions to clients, conducting client reviews/presentations, and engaging with customers in the lobby.

Responsibilities:

  • Provide comprehensive advice and customized solutions to clients
  • Conduct client reviews/presentations, including a review of investment goals and recommended products
  • Engage with customers in the lobby and triage client leads
  • Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex

Requirements:

  • Series 7 & 66 must be obtained within 120 days
  • Strong computer skills with an ability to multitask in a fast-paced environment
  • Ability to adapt and seek solutions for clients in a fast-paced environment

Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:

We consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.



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