Financial Solutions Advisor II
Bank of America
full-time
Posted on:
Location Type: Office
Location: Chamblee • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide comprehensive advice and customized solutions to clients for their financial goals
- Triaging client leads and making referrals based on needs
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
- High School Diploma / GED / Secondary School or equivalent
- Knowledge of financial products such as stocks, bonds, and mutual funds
- Ability to plan short and long-term financial goals
- Experience working with clients to build financial plans
- Must meet SAFE Act registration requirements and background check
Benefits
- Health insurance
- 401(k) retirement plans
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial productsstocksbondsmutual fundsfinancial planning
Soft skills
client relationship managementcommunicationadvisory skills
Certifications
SAFE Act registration