Financial Solution Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Miami • Florida • United States
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Job Level
About the role
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- Making referrals to business partners based on client needs
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (or 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 sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and navigates complexity
- Efficiently manages time and capacity
- Incorporates relevant regulatory due diligence into strategies
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Flexibility to employees
- Opportunities to learn and grow
- Investment in teammates and their families
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 complexitymanages timemanages capacity
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license