Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Indianapolis • United States
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Job Level
About the role
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investment strategies
- Triages client requests and makes referrals
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working 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 executes in a fast-paced environment
- Likes to learn and adapts to new information
- Thorough and thoughtful in incorporating relevant regulatory due diligence
Benefits
- Competitive benefits package
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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 goalsexecutes in a fast-paced environmentadapts to new informationthorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license