Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Spring • 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
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- Applying and expanding knowledge by 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
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities
Benefits
- Commitment to being an inclusive workplace
- Attracting and developing exceptional talent
- Supporting physical, emotional, and financial wellness
- Recognizing and rewarding performance
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 effectivelythorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license