Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Milwaukee • Wisconsin • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- Making referrals to business partners based on client needs
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
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 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, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Health insurance
- 401(k)
- Paid time off
- Flexible working hours
- Professional development opportunities
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 effectivelymanages goalsnavigates complexityprioritizes tasksexecutes in a fast-paced environmentthorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license