Financial Solutions Advisor
Bank of America
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Columbia • Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $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
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 sales environment
- Strong computer skills
- At least three years’ experience in the financial service industry and/or sales environment
- Achieved additional professional designations such as CFP and/or CRPC
- Obtained your insurance licenses
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionstriaging leadsreferralsfinancial planninginvestment goalsrecommendation skills
Certifications
Series 7Series 66Series 63Series 65CFPCRPCinsurance licenses