Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Absecon • New Jersey • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Works with clients to plan their financial goals by building a financial plan.
- Recommends banking and investment strategies.
- Triages client requests and makes referrals based on client needs.
- Identifies and engages potential new clients through referrals.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry.
- Has at least one year experience working in the financial service industry and/or a sales environment.
- Builds and nurtures strong relationships.
- Collaborates effectively with others.
- Communicates effectively and confidently.
- Efficiently manages your time and capacity.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingcollaborationcommunicationtime management
Certifications
Series 7Series 66Series 63Series 65