Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients.
- Triaging client leads and making referrals.
- Meeting with clients to review financial and investment goals.
- Building a financial plan and recommending products.
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.
- Strong computer skills in a demanding environment.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionstriaging leadsreferralsfinancial planningproduct recommendations
Certifications
Series 7Series 66Series 63Series 65Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)