Financial Solutions Advisor - Fashion Square FC - REQUIRED Series 7 and 66 (63/65 in lieu of 66) Orlando AreaBank of America Corporation - Orlando, FL
Bank of America
Financial Solutions Advisor - Fashion Square FC - REQUIRED Series 7 and 66 (63/65 in lieu of 66) Orlando Area
Orlando, FL, 32806, USA
FSA provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate financial center systems and roadmap experience to offer enterprise-wide solutions to client based on clients life priorities. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP preferred. 4 year business degree preferred. One years experience in business development and investments training. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**Posting Date** : 10/12/2017
Orlando, FL, South Orlando Office, 2893 S Orange Ave,
- United States
**Travel** : Yes, 10% of the time
**Full / Part-time** : Full time
**Hours Per Week** : 40
**Shift** : 1st shift
**Weekly Schedule** : Flex Required - Mon - Thurs 8:30am-5:00pm; Fri 8:30am - 6:00pm & Sat 9:00am-1:00pm
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8 days 14 hours ago
applyFinancial Solutions Advisor - Fashion Square FC - REQUIRED Series 7 and 66 (63/65 in lieu of 66) Orlando Area Bank of America Corporation - Orlando, FL, United States
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The companys Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The companys Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The companys Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.
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