Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Beverly Hills • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- Meeting with clients to review financial goals
- Building financial plans and recommending products
Requirements
- Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- One year experience in the financial service industry and/or sales environment
- Ability to set and accomplish goals
- Strong relationship building skills
- Ability to communicate effectively
- Effective time management skills
- Thorough and thoughtful in incorporating regulatory due diligence
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
- Incentive plan based on performance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingcommunicationtime managementgoal settinggoal accomplishment
Certifications
Series 7Series 66Series 63Series 65