Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Dickinson • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
- Recommends banking and investments strategies that align with client financial goals and needs.
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
- Mitigates and controls risk as part of daily activities.
- Identifies and engages potential new clients through referrals or financial center clientele.
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
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 where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment strategiesrisk mitigationclient engagementbrokerage productsgoal settingsales experienceregulatory due diligencecoachingreferral management
Soft skills
relationship buildingcollaborationeffective communicationtime managementadaptabilityproblem solvinggoal accomplishmentthoroughnessthoughtfulnessnavigating complexity
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license