Bank of America

Financial Advisor

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Saint Louis • Illinois • Montana • United States

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Salary

💰 $80,000 - $90,000 per year

Job Level

Junior

About the role

  • Developing a book of business to meet and exceed established performance hurdles
  • Effectively prioritizing sourcing prospective clients and executing customized solutions
  • Balancing investment growth, referral activities, customer follow up, and compliance

Requirements

  • Currently holds Series 7 & 66 licenses.
  • Minimum of one year experience in the financial service industry or a sales environment.
  • Proven ability to engage and influence others
  • Exceptional interpersonal and relationship building skills
  • Proven ability to assess needs of and recommend appropriate solutions
Benefits
  • Industry-leading benefits
  • Access to paid time off
  • 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
interpersonal skillsrelationship buildingengagementinfluenceneeds assessmentsolution recommendation
Certifications
Series 7 licenseSeries 66 license