Financial Solutions Advisor - Veterans and Skyline Financial Center
a day ago
Highlight
OnsiteFull-timeMid
Summary
Bank of America is seeking a Financial Solutions Advisor for the Veterans and Skyline Financial Center in Cape Coral, FL. 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 conducting client reviews, recommending investment products, and building financial plans. You will triage client leads, make referrals to business partners, and ensure compliance with SAFE Act registration requirements. This position requires a strong understanding of both banking and investment solutions.
About You
Required:
- Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
- Minimum of one year of experience in the investments industry.
- Minimum of one year of experience in the financial service industry or a sales environment.
- Strong relationship-building skills.
- Effective communication skills and comfort engaging with clients.
- Ability to manage goals and prioritize tasks in a fast-paced environment.
Preferred:
- Minimum of three years of experience in the financial service industry.
- Achieved additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.
Benefits
- Opportunities for career growth and advancement within the organization.
- Comprehensive training and support for professional development.
- Inclusive workplace culture with a focus on employee wellness.
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.
Cape Coral, FL