Financial Solutions Advisor - Scottsdale Area

Bank of America

Scottsdale, Arizona, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investment industry experience
Client financial goal planning

Matching Summary

Match Score: 85

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Insurance licenses held
  • Three years sales environment experience

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with condition)
  • Minimum one year investment industry experience
  • Minimum one year financial service or sales experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter