Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Depew • New York • United States
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Salary
💰 $70,000 - $80,000 per year
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 a financial plan and recommending brokerage products
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 a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
Benefits
- Health insurance
- Access to paid time off
- Support for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
providing advicecustomized solutionstriaging leadsreferralsclient meetingsfinancial planninggoal settingrelationship buildingcollaboration
Certifications
Series 7Series 66Series 63Series 65