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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor providing expertise in financial planning and brokerage products. Responsible for advising clients, triaging leads, and making referrals based on financial goals and needs.
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients
- Triaging client leads
- Making referrals to business partners based on client needs
- 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
- Must build and nurture strong relationships
- Communicates effectively and confidently
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Professional development
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
relationship buildingeffective communicationconfidence
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license