Financial Solutions Advisor
Bank of America
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Orlando • Florida • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provides comprehensive advice and customized solutions to clients to achieve financial goals
- Triages client leads and makes referrals based on client needs
- Meets with clients to review financial and investment goals
- Builds a financial plan and recommends brokerage products
- Applies and expands knowledge by completing required licenses and trainings
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 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 and prioritizes tasks
- Likes to learn and adapts to new information
- Is thorough and thoughtful regarding regulatory due diligence
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Flexibility in work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sets and accomplishes goalsbuilds and nurtures relationshipscollaborates effectivelycommunicates effectivelymanages goalsprioritizes tasksadapts to new informationthorough regarding regulatory due diligence
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license