Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Spring • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience working in the financial service industry and/or a sales environment
- Strong computer skills with an ability to multitask in a demanding environment
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionstriaging leadsreferralsfinancial planningproduct recommendationmultitasking
Certifications
Series 7Series 66Series 63Series 65