Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: East Brunswick • New Jersey • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals
- Meet with clients to review financial and investment goals
- Build financial plans and recommend 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 or sales environment
- Strong computer skills
- Proven ability to set and accomplish goals
- Effective communication skills
Benefits
- Access to paid time off
- Resources and support for employees
- Competitive benefits to support physical, emotional, and financial well-being
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
effective communicationgoal settingclient relationship management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license