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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor assisting clients with banking and investment solutions. Obtaining licenses and building relationships through a consultative approach to financial services.
About the role
Key responsibilities & impact- Obtain Securities Industry licenses
- Build and manage client relationships
- Deliver comprehensive financial advice
- Collaborate with banking and investment partners
- Progress through different stages of advisor development
Requirements
What you’ll need- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Benefits
Comp & perks- health insurance
- retirement plans
- paid time off
- professional development
- affordable, 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
Securities Industry licenses
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability