Strategic Financial Solutions Advisor

Bank of America; Destin (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America seeks a Financial Advisor in Destin, Florida to provide tailored financial advice and solutions to clients. This role encompasses evaluating client needs, developing personalized financial plans, and ensuring compliance with regulatory standards. Applicants should possess Series 7 and 66 licenses and have experience in the finance industry. The ideal candidate will excel in communication, goal setting, and risk management while fostering strong client relationships.

Qualifications

• At least one year experience in the investments industry.
• Strong ability in setting and accomplishing goals.
• Three years experience in the financial service industry preferred.

Responsibilities

• Work with clients to plan financial goals.
• Recommend investment strategies to align with client needs.
• Triages client requests to appropriate service providers.

Skills

Advisory

Client Solutions Advisory

Customer and Client Focus

Risk Management

Active Listening

Attention to Detail

Account Management

Written Communications

Oral Communications

Issue Management

Pipeline Management

Policies, Procedures, and Guidelines

Causation Analysis

Education

Series 7 & 66 licenses

Insurance licenses

Job description

Bank of America seeks a Financial Advisor in Destin, Florida to provide tailored financial advice and solutions to clients. This role encompasses evaluating client needs, developing personalized financial plans, and ensuring compliance with regulatory standards. Applicants should possess Series 7 and 66 licenses and have experience in the finance industry. The ideal candidate will excel in communication, goal setting, and risk management while fostering strong client relationships.