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National Financial Solutions Advisor, Series 7, 66 Required
Bank of AmericaFinancial advisor role at Bank of America focusing on customizing financial solutions for clients. Responsibilities include triaging leads, reviewing goals, and recommending brokerage products.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, including the ability to assess client needs and develop tailored financial plans. Holds necessary licenses and provides comprehensive advice on financial products.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseFinancial Advising ExperienceClient Needs AssessmentFinancial Product Recommendations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Certifications & Qualifications
Series 7 LicenseSeries 66 License
Industry Keywords
Financial PlanningInvestment GoalsClient SolutionsLead TriageFinancial Products
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients
- Triage client leads and refer to business partners based on client needs
- Review financial and investment goals with clients and build financial plans
Requirements
What you’ll need- Series 7 and 66 licenses required
- Proven experience in financial advising
- Ability to assess client needs and recommend appropriate financial products
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities