Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Dickinson • Texas • United States
Visit company websiteExplore more
Job Level
About the role
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies
- Triages client requests and makes referrals
- Mitigates and controls risk
- Identifies and engages potential new clients
- Provides coaching and feedback to referral partners
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
- Manages goals, navigates complexity
- Likes to learn and adapts to new information
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Health insurance
- Retirement plans
- Paid time off
- 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
financial planninginvestment strategiesrisk managementclient engagementgoal settingsales experience
Soft skills
relationship buildingcollaborationeffective communicationadaptabilitythoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license