Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Alhambra • 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 and 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 sales environment.
- Builds and nurtures strong relationships.
- Communicates effectively and confidently.
Benefits
- access to paid time off
- industry-leading benefits
- support for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingeffective communicationconfidence
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license