Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Cupertino • California • United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Junior

About the role

  • Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Triaging client leads and making referrals to business partners based on client needs and asset thresholds.
  • Meeting with clients to review financial and investment goals and building a financial plan.
  • Recommending brokerage products.

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Competitive benefits
  • Resources and support for employees

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment trainingknowledge of investment productsfinancial planningbrokerage products
Soft skills
relationship buildingcollaborationeffective communicationclient engagement
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license