Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Jose • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
- Recommends banking and investments strategies that align with client financial goals and needs
- Triage client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Identifies and engages potential new clients through referrals or financial center clientele
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 where goals were met or exceeded.
- 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 and is comfortable engaging all clients.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
- We provide industry-leading benefits
- Access to paid time off
- Resources and support to our employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment strategiesbrokerage productsclient engagementregulatory due diligence
Soft skills
goal settingrelationship buildingcollaborationeffective communicationthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license