Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Brooklyn Center • Minnesota • 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 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 in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Manages goals, navigates complexity, prioritizes tasks
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
sets and accomplishes goalsbuilds and nurtures relationshipsmanages goalsnavigates complexityprioritizes tasksthoroughthoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license