Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Tracy • California • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provides comprehensive advice and customized solutions to clients
- Triages client leads and makes referrals to business partners
- Meets with clients to review financial and investment goals
- Builds financial plans and recommends brokerage products
- Applies and expands 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 working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals, navigates complexity, and prioritizes tasks
- Likes to learn and adapts to new information
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for physical, emotional, and financial wellness
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 relationshipscollaborates effectivelycommunicates effectivelymanages goalsnavigates complexityprioritizes tasksadapts to new informationthorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license