Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Naples • Florida • United States

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Job Level

Junior

About the role

  • Provide 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
  • Recommending brokerage products

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Has 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
  • Flexible work arrangements
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 communicationtime managementadaptabilitygoal achievementproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license