Financial Solutions Advisor - Madison Financial Center
2 days ago
Highlight
OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor for their Madison Financial Center. The role involves providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
About the Role
As a Financial Solutions Advisor, you will be responsible for triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. You will also need to apply and expand your knowledge by completing required licenses and trainings, and comply with SAFE Act registration 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:
- Strong computer skills with multitasking ability.
- At least three years’ experience in the financial service industry.
- Professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
- Insurance licenses.
Benefits
- Opportunities for career growth and development.
- Comprehensive benefits package including health and wellness support.
- In-office culture with flexibility based on role-specific considerations.
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.
Madison, NJ