Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Fort Worth • Texas • United States
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Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- 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
- At least one year experience working in the financial service industry or a sales environment
- Strong relationship building skills
- Effective communication skills
Benefits
- Competitive benefits
- Physical, emotional, and financial wellness support
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingeffective communication
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license