Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Castro Valley • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provides advice and customized solutions to clients
- Meets with clients to review financial goals
- Builds financial plans and recommends products
- Triages client leads and refers to partners
- Applies and expands knowledge through required trainings
Requirements
- Currently holds Series 7 & 66 licenses
- At least one year experience in investments industry
- At least one year experience in financial service or sales environment
- Strong computer skills with ability to multitask
- Thorough understanding of regulatory due diligence
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionsfinancial planningmultitasking
Certifications
Series 7 licenseSeries 66 license