Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Las Vegas • Nevada • 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 help clients achieve financial goals
- Triage client leads and make referrals based on needs
- Review clients' financial and investment goals
- Build financial plans and recommend brokerage products
- Apply knowledge by completing required licenses and trainings
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 financial services or sales
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Effective communication and engagement with clients
- Manages goals, navigates complexity, prioritizes tasks,
- Likes to learn and adapts to new information
- Is thorough and incorporates relevant regulatory due diligence
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support to make a genuine impact
- Contribute to the sustainable growth of our business and communities
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 relationshipseffective communicationengagement with clientsmanages goalsnavigates complexityprioritizes taskslikes to learnadapts to new informationthoroughness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license