Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Dedham • Massachusetts • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies that align with client financial goals
- Identifies and engages potential new clients through referrals or financial center clientele
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
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make a genuine impact
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Certifications
Series 7Series 66Series 63Series 65