Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Avon • Connecticut • 🇺🇸 United States

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Salary

💰 $65,000 - $80,000 per year

Job 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 a financial plan and recommending brokerage products.
  • Applying and expanding knowledge through required licenses and trainings.

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has at least one year experience in the investments industry.
  • Has at least one year experience working in the financial service industry and/or a sales environment.
  • Sets and accomplishes goals.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others.
  • Communicates effectively and confidently.
  • Manages goals, navigates complexity, prioritizes tasks.
  • Likes to learn and adapts to new information.
  • Efficiently manages your time and capacity.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningbrokerage productsclient lead triaginginvestment goals review
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtime managementadaptability
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license
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