Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Santa Rosa • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- providing comprehensive advice and customized solutions to clients
- triaging client leads, making referrals to business partners
- meeting with clients to review financial and investment goals
- building a financial plan and 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
- at least one year experience working in the financial service industry and/or a sales environment
- strong computer skills with an ability to multitask
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 solutionstriaging leadsreferralsfinancial planninginvestment goalsmultitasking
Certifications
Series 7Series 66Series 63Series 65