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Financial Solutions Advisor - Scottsdale Area
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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
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