Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: San Antonio • Texas • United States

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Job Level

Junior

About the role

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Job expectations include applying and expanding knowledge by completing required licenses and trainings.

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • 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, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment trainingknowledge of investment productsfinancial planningbrokerage products
Soft skills
goal settingrelationship buildingcollaborationeffective communicationadaptabilityproblem solvingthoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license