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 AmericaFinancial Solutions Advisor helping clients achieve financial goals through investment planning and brokerage products. Engage in client meetings and grow financial relationships with tailored solutions.
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triage client leads
- Make referrals to business partners based on client needs
- Meet with clients to review financial and investment goals
- Build financial plans and recommend 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
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
client advisorycustomized solutionsclient relationship managementfinancial planningsales skills
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license