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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
- Triaging client leads
- Making referrals to business partners based on client needs
- Meeting with clients to review financial and investment goals
- Building a financial plan
- Recommending brokerage products
- Applying and expanding knowledge by completing required licenses and trainings
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
- Communicates effectively and confidently
- Efficiently manages your time and capacity
- Thoroughly incorporates relevant regulatory due diligence into daily activities
Benefits
Comp & perks- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- competitive and flexible benefits
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
financial planningbrokerage productsclient lead triaginginvestment goals review
Soft Skills
goal settingrelationship buildingeffective communicationtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license