Financial Solutions Advisor
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
- Obtaining Securities Industry licenses
- Received personalized classes for SIE, Series 7 and Series 66 Exams
- Taught foundational skills to be an advisor
- Help deliver Bank of America’s core banking, investment solutions and client care
- Work in a financial center aiding client relationship management
- Guide clients through financial decisions based on their needs
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
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