Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Carson City • Nevada • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
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 in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Communicates effectively and confidently
- Efficiently manages your time and capacity
Benefits
- Health insurance
- Access to paid time off
- Resources and support to employees
- Industry-leading benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sets and accomplishes goalsbuilds and nurtures relationshipscommunicates effectivelymanages time and capacity
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license