Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Sarasota • Florida • 🇺🇸 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 and recommending brokerage products
- Applying and expanding knowledge by completing required licenses and trainings
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
- Efficiently manages your time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Flexible work arrangements
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 time and capacitythorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license