Financial Advisor – Southern CT Market
Bank of America
full-time
Posted on:
Location Type: Office
Location: Stamford • Connecticut • United States
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Salary
💰 $80,000 - $90,000 per year
Job Level
About the role
- Handle inbound inquiries from leads regarding Merrill offerings
- Recommend investment products and services
- Document all client interactions within Salesforce accurately
Requirements
- Minimum of one year experience working in the financial service industry and/or a sales environment
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Exceptional interpersonal and relationship building skills
- Proven ability to engage with and influence others
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
interpersonal skillsrelationship buildingengagementinfluence
Certifications
Series 7Series 66Series 63Series 65