Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Salisbury • Maryland • 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.
- Applying and expanding knowledge by completing required licenses and trainings.
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses.
- Minimum of one year of experience in the investments industry.
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever one sets their mind to.
- Builds and nurtures strong relationships.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningbrokerage productsclient lead triaginginvestment goals review
Soft Skills
goal settingrelationship buildingeffective communicationadaptabilityproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license