Onsite Financial Solutions Advisor

Posted 4 days ago

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About the role

  • Financial Solutions Advisor providing comprehensive advice and custom solutions in financial planning at Bank of America. Assisting clients with brokerage products and ensuring regulatory compliance.

Responsibilities

  • Works with clients to plan their short and long-term financial goals
  • Recommends banking and investment strategies
  • Triages client requests and makes referrals
  • Mitigates and controls risk
  • Identifies and engages potential new clients
  • Provides coaching and feedback to referral partners

Requirements

  • Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
  • Minimum of one year of experience in the investments industry
  • Minimum of one year of experience working in the financial service industry and/or a sales environment
  • Sets and accomplishes goals
  • Builds strong relationships
  • Communicates effectively and confidently
  • Efficiently manages time and capacity
  • Thorough and thoughtful in incorporating relevant regulatory due diligence

Benefits

  • Paid time off
  • Health insurance
  • Access to resources and support for employee wellness

Job title

Financial Solutions Advisor

Job type

Experience level

Junior

Salary

$70,000 - $80,000 per year

Degree requirement

High School Diploma

Location requirements

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