Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Austin • Texas • United States
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Job Level
About the role
- Providing comprehensive advice and customized solutions to clients.
- Triaging client leads and making referrals based on client needs.
- Meeting with clients to review financial goals and build financial plans.
- Recommending brokerage products.
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.
- Strong computer skills.
- Bi-lingual Spanish speaking preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
- Paid time off
- Bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionstriaging leadsfinancial planningproduct recommendation
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license