Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Bloomington • Minnesota • 🇺🇸 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 working in the financial service industry
- Strong computer skills
- Bilingual Proficiency - Spanish/English
Benefits
- Paid time off
- Access to paid time off
- Industry-leading benefits
- Resources and support
- Support for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionstriagingreferralsfinancial planninginvestment goalscommunicationbilingual proficiency
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license