Client-Focused Financial Solutions Advisor

Bank of America; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Financial Solutions Advisor for the EASTSIDE Market. This role involves providing comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, recommending strategies, and engaging potential clients. Candidates should have Series 7 and Series 66 licenses, with at least one year of investment industry experience. Strong relationship-building skills are essential. This is a full-time position requiring in-office attendance, and offers a dynamic work environment.

Qualifications

• Series 7 and Series 66 licenses required.
• One year of experience in the investment industry with knowledge of products.
• Strong relationship-building skills and ability to engage clients.

Responsibilities

• Build and present full financial plans to clients.
• Recommend banking and investment strategies.
• Identify and engage new clients through referrals.

Skills

Relationship-building

Communication skills

Goal attainment

Learning agility

Job description

A leading financial institution is seeking a Financial Solutions Advisor for the EASTSIDE Market. This role involves providing comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, recommending strategies, and engaging potential clients. Candidates should have Series 7 and Series 66 licenses, with at least one year of investment industry experience. Strong relationship-building skills are essential. This is a full-time position requiring in-office attendance, and offers a dynamic work environment.