Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Oakland • California • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Works with clients to plan their short and long-term financial goals by 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 based on client needs and asset thresholds
- Identifies and engages potential new clients through referrals
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 where goals were met or exceeded
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
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 effectively
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license