Strategic Financial Solutions Advisor

Bank of America; Marietta (GA); On-site; USD 65,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. Responsibilities include triaging leads, making referrals to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Compliance with SAFE Act registration is required for mortgage-related activities. Working hours include Monday to Friday with rotating Saturdays.

Qualifications

• Licensed to sell securities with Series 7 and 66 (or 63/65 in lieu) licenses.

Responsibilities

• Triages client leads and makes referrals to business partners based on client needs and asset thresholds.

Skills

Account Management

Advisory

Client Experience

Communication

Relationship Building

Sales Skills

Risk Awareness

Time Management

Problem Solving

Client Coaching

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. Responsibilities include triaging leads, making referrals to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Compliance with SAFE Act registration is required for mortgage-related activities. Working hours include Monday to Friday with rotating Saturdays.