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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor at Bank of America providing financial advice and customized solutions to clients. Responsible for triaging client leads and building personalized financial plans.
About the role
Key responsibilities & impact- Provides comprehensive advice and customized solutions to clients
- Triages client leads and refers to business partners
- Meets with clients to review financial and investment goals
- Builds financial plans and recommends brokerage products
- Completes 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 in the financial service industry and/or a sales environment
- Ability to build and nurture strong relationships
- Capable of managing goals and prioritizing tasks in a fast-paced environment
- Efficient time management
- Strong computer skills
Benefits
Comp & perks- affordable, competitive and flexible benefits
- health insurance
- emotional wellness programs
- financial wellness support
- professional development opportunities
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 buildinggoal managementtask prioritizationtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license