Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Tucson • Arizona • United States
Visit company websiteExplore more
Job Level
About the role
- Providing comprehensive advice and customized solutions to clients.
- Triaging client leads and making referrals to business partners.
- Meeting with clients to review financial and investment goals.
- Building financial plans 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 in incorporating relevant regulatory due diligence into daily activities.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Competitive benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbrokerage productsinvestment goalsregulatory due diligence
Soft skills
goal settingrelationship buildingcollaborationcommunicationtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license