Financial Solutions Advisor II
Bank of America
full-time
Posted on:
Location Type: Office
Location: Atlanta • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Provides comprehensive advice and customized solutions to clients to achieve financial goals.
- Triages client leads and makes referrals based on client needs and asset thresholds.
- Meets with clients to review financial and investment goals.
- Builds financial plans and recommends brokerage products.
- Applies and expands knowledge by completing required licenses and trainings.
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 executes in a fast-paced environment.
- Likes to learn and seeks the right solutions for clients.
- Efficiently manages time and capacity.
- Is thorough and incorporates relevant regulatory due diligence.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbrokerage productsclient triageinvestment goals
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtime managementproblem solvingadaptability
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license