Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: South Portland • Maine • New Hampshire • United States
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Job Level
About the role
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
- Meeting with clients to review financial and investment goals.
- Building a financial plan and recommending brokerage products.
- Mitigating and controlling risk as part of daily activities.
- Identifying and engaging potential new clients through referrals or financial center clientele.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Strong computer skills with an ability to multitask in a demanding environment.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Benefits
- Competitive benefits to support physical, emotional, and financial wellness
- Opportunities for professional development
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment productsrisk managementclient relationship managementsales strategiesmultitaskingreferral generationbrokerage productsinvestment traininggoal achievement
Soft skills
communicationadvisory skillsproblem-solvingclient engagementorganizational skillsinterpersonal skillsanalytical skillscustomer servicenegotiationteam collaboration
Certifications
Series 7 licenseSeries 66 licenseCertified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)