Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Bradenton • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses (SIE, Series 7, Series 66).
- Build and manage client relationships, guiding them with advice and solutions.
- Work in a financial center, delivering core banking and investment solutions.
- Develop and practice skills to grow and deepen relationships with clients.
- Collaborate with banking and investment partners to meet client financial needs.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interests in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry licensesSIESeries 7Series 66
Soft skills
client relationship managementeffective communicationcollaborationself-disciplineresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses