Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Texas • United States
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Job Level
About the role
- Providing comprehensive advice and customized solutions to clients
- Triage client leads, making referrals to business partners
- Meeting with clients to review financial and investment goals
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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionsclient meetingsreferral management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license