Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Bend • Oregon • United States
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Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triages client leads and makes referrals to business partners
- Meets with clients to review financial and investment goals
- Builds a financial plan and recommends brokerage products
- Applies and expands knowledge by completing required licenses and trainings
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has 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 and navigates complexity
- Likes to learn and adapts to new information
- Efficiently manages time and capacity
- Is thorough and thoughtful with regulatory due diligence
Benefits
- Competitive benefits
- 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 goalsnavigates complexityadapts to new informationefficiently manages timethorough with regulatory due diligence
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license