Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Katonah • New York • 🇺🇸 United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Junior

About the role

  • Works with clients to plan their short and long-term financial goals.
  • Building a financial plan with brokerage products.
  • Recommends banking and investments strategies that align with client financial goals and needs.
  • Triages client requests and makes referrals to appropriate internal service providers.
  • Identifies and engages potential new clients through referrals or financial center clientele.
  • Provides coaching and feedback to referral partners based on knowledge of 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 working in the financial service industry and/or a sales environment.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
  • This role is currently benefits eligible.
  • We provide industry-leading benefits.
  • Access to paid time off.
  • Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningbrokerage productsbanking strategiesinvestment strategiesclient engagementreferral managementgoal settingregulatory due diligence
Soft skills
relationship buildingcollaborationeffective communicationgoal accomplishmenttask prioritizationcomplexity navigationthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license