Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Torrance • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provides comprehensive advice and customized solutions to clients to achieve their financial goals.
- Triages client leads and makes referrals based on client needs and asset thresholds.
- Meets with clients to review financial and investment goals, building a financial plan.
- Recommends brokerage products and applies knowledge by completing required licenses and training.
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 knowledge of investment products and services.
- 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 to get things done.
- Communicates effectively and confidently and is comfortable engaging clients.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence.
Benefits
- This role is currently benefits eligible.
- Industry-leading benefits.
- Access to paid time off.
- Resources and support to employees to make a genuine impact.
- Contribute to the sustainable growth of business and the communities served.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment trainingknowledge of investment productsfinancial planning
Soft skills
relationship buildingcollaborationcommunicationthoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license