Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: West Roxbury • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66
- Build and manage client relationships
- Deliver banking and investment solutions
- Collaborate with banking and investment partners
Requirements
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- Success creating strong peer relationships
- Demonstrates a results-driven mindset
- Executes multiple tasks simultaneously
- Learns and adapts to new technology
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development programs
- Access to resources and support
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
self-disciplinetime managementclient relationship cultivationpeer relationship buildingresults-driven mindsetmultitaskingadaptability
Certifications
SIESeries 7Series 66