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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized solutions to clients .
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Trinaging client leads
- Making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
Requirements
What you’ll need- 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 working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages your time and capacity
- Is thorough and thoughtful in incorporating regulatory due diligence
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
sets and accomplishes goalsbuilds and nurtures relationshipscollaborates effectivelycommunicates effectivelymanages time and capacitythorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license