Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Kennewick • Washington • United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Junior

About the role

  • Providing comprehensive advice and customized solutions to clients
  • Triaging client leads and making referrals to business partners based on client needs
  • 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 and/or a sales environment where goals were met or exceeded
  • Strong computer skills with an ability to multitask in a demanding environment.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
Benefits
  • Paid time off
  • Industry-leading benefits
  • Resources and support for employees
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client advicecustomized solutionstriaging leadsgoal settingmultitasking
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license