Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Basking Ridge • New Jersey • 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
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently
Benefits
- access to paid time off
- resources and support to contribute to sustainable growth
- competitive benefits to support physical, emotional, and financial well-being
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingcollaborationeffective communicationgoal achievement
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license