Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Catonsville • Maryland • United States
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Salary
💰 $29 - $34 per hour
About the role
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Apply and expand knowledge by completing required licenses and training
Requirements
- Aptitude in obtaining required industry licenses
- Self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- Successful communication and collaboration skills
- Results-driven mindset in complex environments
- Ability to execute multiple tasks simultaneously
- Learn and adapt to new technology or applications
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make a genuine impact
- Contribute to the sustainable growth of our business and communities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
self-disciplineclient relationship cultivationcommunication skillscollaboration skillsresults-driven mindsettime managementcapacity managementmultitaskingadaptabilitylearning agility
Certifications
industry licenses