Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Hampton Bays • New York • United States
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Salary
💰 $65,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triages client leads
- Makes referrals to business partners based on client needs
- Meets with clients to review financial and investment goals
- Builds financial plans
- Recommends brokerage products
Requirements
- Currently holds Series 7 & 66 licenses
- At least one year experience in the investments industry
- At least one year experience working in financial service industry and/or sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Communicates effectively and confidently
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sets goalsaccomplishes goalsbuilds relationshipsnurtures relationshipscommunicates effectivelycommunicates confidently
Certifications
Series 7 licenseSeries 66 license