Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Phoenix • Arizona • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triaging client leads and making referrals
- Meeting with clients to review financial goals
- Building financial plans and recommending brokerage products
- Completing required licenses and trainings for the position
Requirements
- 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
- Strong computer skills
- Bi-lingual Spanish speaking (preferred)
Benefits
- Health insurance
- 401(k)
- Paid time off
- Professional development opportunities
- Wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license