Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Lutherville • 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
- Triage client leads and make referrals
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
Requirements
- Currently holds Series 7 and 66 licenses; if missing 66, must obtain within 60 days
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience in the financial service industry and/or sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Comfortable engaging all clients
- Efficiently manages time and capacity
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee 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 effectivelyengages clientsmanages time and capacity
Certifications
Series 7 licenseSeries 66 license