Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Merced • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provides comprehensive advice and customized solutions to clients
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investment strategies
- Triages client requests and makes referrals
- Identifies potential new clients through referrals
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
- Strong computer skills
- Builds and nurtures strong relationships
- Efficient time management skills
- Thorough in regulatory due diligence
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Industry-leading benefits
- Resources and support for employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingtime managementcustomer service
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license