Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Manteca • California • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners
- Build financial plans and recommend brokerage products
- Meet clients to review financial and investment goals
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 in the financial service industry and/or sales environment
- Strong computer skills with ability to multitask
- Additional professional designations such as CFP or CRPC are desired
- Must be thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and strategies for clients
Benefits
- Industry-leading benefits
- 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.
Hard Skills & Tools
financial planningbrokerage productsregulatory due diligence
Soft Skills
client relationship managementmultitaskingthoroughnessthoughtfulness
Certifications
Series 7Series 66Series 63Series 65CFPCRPC