Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Savannah • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triage client leads and make referrals to business partners based on client needs.
- Meet with clients to review financial and investment goals and build a financial plan.
- Recommend brokerage products and apply knowledge by completing required licenses and trainings.
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.
- Sets and accomplishes goals and builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Likes to learn and adapts to new information.
Benefits
- Competitive benefits to support teammates’ physical, emotional, and financial well-being.
- Flexible working arrangements depending on the various roles in our organization.
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 buildingcollaborationeffective communicationadaptability
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license