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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor at Bank of America helping clients achieve financial goals. Responsible for providing advice, building financial plans, and recommending investment products.
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triaging client leads
- 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 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Builds and nurtures strong relationships
- Communicates effectively and confidently
- Efficiently manages time and capacity
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
relationship buildingeffective communicationtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license