Financial Advisor
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Irvine • California • United States
Visit company websiteExplore more
Salary
💰 $80,000 - $90,000 per year
Job Level
About the role
- Handle inbound inquiries from leads regarding Merrill offerings
- Recommend investment products based on client objectives, resources, and preferences
- Document all client interactions in Salesforce accurately
- Collaborate with financial advisors for comprehensive client needs
Requirements
- Currently holds Series 7 & 66 licenses
- Minimum of one year experience in financial services or sales environments
- Proven ability to engage and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills, both written and verbal
- Proven ability to quickly build trust and credibility
- Goal and results oriented
- Entrepreneurial mindset with ability to source clients through prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee impact
- Opportunity for career growth at Bank of America
- One-on-one coaching from leadership
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicessalesclient engagementinvestment product recommendationclient documentation
Soft Skills
interpersonal skillsrelationship buildingcommunication skillstrust buildinggoal orientedresults orientedentrepreneurial mindsetprospectingnetworkingfollow-through
Certifications
Series 7 licenseSeries 66 license