Financial Solutions Advisor – Private Bank
Bank of America
full-time
Posted on:
Location Type: Office
Location: Atlanta • Florida • North Carolina • United States
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About the role
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
- Meeting with clients to review financial and investment goals.
- Building a financial plan and recommending brokerage products.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Depth and breadth of relationship management product/solutions knowledge and experience.
- Acts as a client advocate.
- Is a self-starter who efficiently manages time and capacity.
Benefits
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Applicant Tracking System Keywords
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Soft Skills
relationship managementclient advocacytime managementself-starter
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license