FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses and participate in dedicated classes for the SIE, Series 7 and Series 66 Exams .
About the role
Key responsibilities & impact- Obtain Securities Industry licenses and participate in dedicated classes for the SIE, Series 7 and Series 66 Exams
- Build and manage client relationships, guiding them to achieve their financial goals
- Work in a financial center delivering banking, investment solutions, and client care
- Collaborate with banking and investment partners to meet clients' financial needs
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Benefits
Comp & perks- Health insurance
- 401(k)
- Paid time off
- Training programs
- Career development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Securities Industry licensesSIE ExamSeries 7 ExamSeries 66 Exam
Soft Skills
client relationship managementself-disciplineeffective communicationcollaborationresults-driven mindsettime managementadaptability