Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Columbia • Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners
- Meet with clients to review financial and investment goals
- Build a financial plan and recommend brokerage products
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Strong computer skills
- Ability to build and nurture strong relationships
Benefits
- Paid time off
- Industry-leading benefits
- Wellness programs
- Paid training and development resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingclient advisorycustomized solutionsfinancial planning
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license