Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Providence • Massachusetts • Rhode Island • United States
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Salary
💰 $65,000 - $80,000 per year
Job Level
About the role
- Providing comprehensive advice and customized solutions to clients.
- Triaging client leads and making referrals based on client needs and asset thresholds.
- Meeting with clients to review financial and investment goals.
- Building a financial plan 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, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently with clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence.
Benefits
- This role is currently benefits eligible.
- Industry-leading benefits.
- Access to paid time off.
- Resources and support to employees.
- Contribution to the sustainable growth of communities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbrokerage productsclient lead triaginginvestment goals review
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtime managementthoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license