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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Triaging client leads, making referrals to business partners based on client needs and asset thresholds.
- Meeting with clients to review financial and investment goals.
- Building a financial plan and 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, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
Comp & perks- affordable, competitive and flexible benefits
- physical, emotional, and financial wellness
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 planninginvestment productsbrokerage productsinvestment training
Soft Skills
goal settingrelationship buildingcollaborationeffective communicationtime managementadaptabilityproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license