Financial Solutions Advisor - Dayton Market
Bank of Americaa day ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor for the Dayton Market to provide comprehensive financial advice and customized solutions to clients in Miamisburg, OH.
About the Role
As a Financial Solutions Advisor, you will be responsible for helping clients achieve their financial goals by building financial plans, recommending brokerage products, and triaging client leads. You will also engage potential new clients and provide coaching to referral partners while ensuring compliance with regulatory requirements.
About You
Required:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry.
- At least one year experience in the financial service industry and/or a sales environment.
- Strong relationship-building skills.
- Effective communication skills.
Preferred:
- At least three years’ experience in the financial service industry.
- Achieved additional professional designations such as Certified Financial Planner (CFP).
- Obtained insurance licenses.
Benefits
- Opportunities for career growth and development.
- Comprehensive benefits package including health and wellness support.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Miamisburg, OH