Financial Solutions Advisor Stage II-East Charlotte
Bank of America2 days ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor Stage II to join their team in Greensboro, NC. The role involves providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
About the Role
As a Financial Solutions Advisor Stage II, you will be responsible for triaging client leads, making referrals to business partners based on client needs, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. You will also be expected to apply and expand your knowledge by completing required licenses and trainings, and may be responsible for residential mortgage loans, subject to SAFE Act registration requirements.
About You
Required:
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses.
- Minimum of one year of experience in the investments industry.
- Minimum of one year of experience working in the financial service industry and/or a sales environment.
Preferred:
- Strong computer skills with an ability to multitask in a demanding environment.
- Minimum of three years of experience working in the financial service industry.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Benefits
- Opportunities to learn, grow, and make an impact.
- Commitment to an inclusive workplace and support for teammates’ 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.
Greensboro, NC