Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Hampton Bays • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $80,000 per year
Job Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients.
- Triage client leads and making referrals based on client needs.
- Meeting with clients to review financial and investment goals.
- Building financial plans and recommending brokerage products.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry.
- Has at least one year experience working 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.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
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 effectivelynavigates complexity
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license