Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Brentwood • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Works with clients to plan their short and long-term financial goals.
- Recommends banking and investments strategies.
- Triages client requests and makes referrals to appropriate internal service providers.
- Identifies and engages potential new clients.
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.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment strategiesclient engagementmultitasking
Soft Skills
communicationclient relationship management
Certifications
Series 7Series 66Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)