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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for triaging client leads and meeting financial goals with investment products and services.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and effective communication. Holds necessary licenses and has proven experience in the financial services and investments industry.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseFinancial PlanningClient Relationship ManagementInvestment Strategies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment AnalysisGoal SettingSales ExperienceClient Lead Triaging
Soft Skills
Effective CommunicationRelationship BuildingAdaptabilityGoal ManagementConfidence
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License
Industry Keywords
Investments IndustryFinancial ServicesBrokerage ProductsClient SolutionsSales Environment
About the role
Key responsibilities & impact- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
- Applying and expanding knowledge by completing required licenses and trainings
Requirements
What you’ll need- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has 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
- Manages goals and executes in a fast-paced environment
- Likes to learn and adapts to new information
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development