Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Bronx • New York • United States
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Salary
💰 $65,000 - $80,000 per year
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
- 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 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
- Manages goals, navigates complexity, and prioritizes tasks
- Efficiently manages time and capacity
- Thorough incorporation of relevant regulatory due diligence
Benefits
- Currently benefits eligible
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Opportunities for impact and contribution to sustainable growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sets and accomplishes goalsbuilds and nurtures relationshipscollaborates effectivelycommunicates effectivelymanages goalsnavigates complexityprioritizes tasksefficiently manages timecapacity management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license