Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Fort Lauderdale • Florida • United States
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Job Level
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
- 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
- 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, prioritizes tasks
- Likes to learn, adapts to new information
- Efficiently manages time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Flexibility depending on various roles in our organization
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 informationefficiently manages timethorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license