Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Sugar Land • Texas • United States
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Job Level
About the role
- Works with clients to plan their short and long-term financial goals.
- Recommends banking and investment strategies that align with client goals.
- Triages client requests and makes referrals to appropriate internal service providers.
- Mitigates and controls risk as part of daily activities.
- Identifies and engages potential new clients through referrals or financial center clientele.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry.
- Has at least one year experience working in the financial service industry and/or a sales environment.
- Builds and nurtures strong relationships.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
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 planningbanking strategiesinvestment strategiesrisk mitigationclient engagement
Soft skills
relationship buildingeffective communicationadaptabilityproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license