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
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
- Applying and expanding knowledge by completing 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
- 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 navigates complexity
- Likes to learn and adapts to new information
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to sustainable growth
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 goalsnavigates complexityadapts to new information
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license