Financial Solutions Advisor - Grow Client Wealth

Bank of America; Cumming (GA); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a financial advisor in Cumming, Georgia. This role focuses on providing comprehensive advice and customized solutions to help clients meet their financial objectives through brokerage products and banking solutions.

Qualified candidates will have at least one year of experience in financial services, hold required licenses, and showcase strong relationship management skills.

Join a collaborative team atmosphere and make an impact in clients' financial lives while working in a supportive, in-office culture.

Qualifications

• Currently holds Series 7 & 66 licenses, or 63 or 65 with conditions.
• One year experience in investments industry and knowledge of investment products.
• Experience in financial services and/or sales meeting or exceeding goals.

Responsibilities

• Builds financial plans using brokerage products to meet client goals.
• Recommends banking and investment strategies based on client needs.
• Triages client requests, referring to internal service providers as needed.
• Engages potential new clients through referrals or financial center clientele.
• Provides coaching to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Client Solutions Advisory

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor in Cumming, Georgia. This role focuses on providing comprehensive advice and customized solutions to help clients meet their financial objectives through brokerage products and banking solutions.

Qualified candidates will have at least one year of experience in financial services, hold required licenses, and showcase strong relationship management skills.

Join a collaborative team atmosphere and make an impact in clients' financial lives while working in a supportive, in-office culture.