Head of Investment Products
Santander
Financial Solution Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Miami • Florida • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads, 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
- At least one year experience in the investments industry
- At least one year experience in the financial service industry and/or sales environment
- Strong ability to set and accomplish goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Flexible working arrangements
- Opportunities for professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
goal settingrelationship buildingcollaborationcommunicationtime managementregulatory due diligence
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license