Financial Solutions Advisor
Bank of America
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Aurora • Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies that align with client financial goals
- Triages client requests and makes referrals to appropriate internal service providers
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
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.
- Bilingual Proficiency - Spanish/English
- At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Benefits
- Paid time off
- Wellness programs
- Industry-leading benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbanking strategiesinvestment strategiesrisk mitigationclient engagementmultitasking
Soft skills
client relationship managementcommunicationsales skillsproblem-solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license
