Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Tampa • Florida • United States

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Job Level

Junior

About the role

  • Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
  • Meeting with clients to review financial and investment goals.
  • Building a financial plan and recommending brokerage products.

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
  • Competitive benefits to support physical, emotional, and financial well-being
  • Flexibility for employees depending on various roles
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment productsbrokerage productsclient lead triaginggoal settingregulatory due diligence
Soft Skills
relationship buildingcollaborationeffective communicationgoal achievementadaptabilitytime managementthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license