Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Ocala • Florida • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provide comprehensive advice and customized solutions to help clients achieve financial goals.
- Meet with clients to review financial and investment goals and build financial plans.
- Recommend banking and investment strategies aligning with client needs.
- Triaging client requests and making referrals to service providers.
- Engage potential new clients through referrals or clientele.
- Provide coaching and feedback to referral partners based on client needs.
Requirements
- Currently holds Series 7 & 66 (or 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.
- Ability to set and accomplish goals.
- Strong relationship building skills.
- Effective collaboration and communication skills.
- Ability to manage goals and execute in a fast-paced environment.
- Efficient time management skills.
- Thorough regulatory due diligence in daily activities.
Benefits
- Competitive benefits to support their physical, emotional, and financial well-being.
- Flexible work arrangements depending on various roles in the organization.
- Opportunities to learn, grow, and make an impact.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment strategiesbanking strategiesregulatory due diligence
Soft skills
relationship buildingcollaborationcommunicationgoal settingtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license