Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Aptos • 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
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
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 where goals were met or exceeded
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- 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 so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbrokerage productsinvestment strategies
Soft skills
goal settingrelationship buildingcollaborationtask prioritizationcomplexity navigationexecution in fast-paced environmentthoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license