Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Washington • Maryland • Washington • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on needs
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage products
- Apply and expand knowledge by completing licenses and trainings
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals, building strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and prioritizes tasks in a fast-paced environment
- Likes to learn and adapts to new information
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Access to resources for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtask prioritizationadaptabilityclient advisoryfinancial planninginvestment recommendations
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license