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Financial Solutions Advisor - New Albany State Street Financial Center
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Any Location, OH
Category
Customer Service
Apply for Job
Job Description
Financial Solutions Advisor at Bank of America. Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Requirements
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
Sets and accomplishes goals
Builds and nurtures strong relationships
Collaborates effectively with others
Communicates effectively and confidently
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Benefits
Generous Paid Time Off
401k Matching
Retirement Plan
Relocation Assistance
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