Financial Solutions Advisor – Bilingual Spanish Preferred
Bank of America
full-time
Posted on:
Location Type: Office
Location: Freehold • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients
- Meets with clients to review financial and investment goals
- Recommends brokerage products based on client needs
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 financial service industry and/or sales environment
Benefits
- Industry-leading benefits
- Access to paid time off
- Support for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advisorycustomized solutionsfinancial goal reviewproduct recommendation
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license