Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Peabody • Massachusetts • United States
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Salary
💰 $65,000 - $80,000 per year
Job Level
About the role
- This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triaging client leads, making referrals to business partners based on client needs and asset thresholds
- Meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products
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
- Sets and accomplishes goals, achieving whatever you put your mind to
- Likes to learn, adapts to new information and seeks the right solutions for clients
Benefits
- access to paid time off
- resources and support to our employees
- industry-leading benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
goal settingadaptabilityclient relationship managementproblem solving
Certifications
Series 7Series 66Series 63Series 65