Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Encino • California • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Provides comprehensive advice and customized solutions to help clients achieve financial goals
- Triages client leads and makes referrals to business partners
- Meetings with clients to review financial and investment goals
- Builds financial plans and recommends brokerage products
- Applies and expands knowledge by completing required licenses and training
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 or sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Manages goals and prioritizes tasks in a fast-paced environment
- Efficiently manages your time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Industry-leading benefits
- Access to paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment analysisbrokerage products
Soft skills
goal settingrelationship buildingcollaborationtime managementtask prioritizationthoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license