Financial Solutions Advisor
Bank of America
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, making referrals to business partners based on client needs and asset thresholds.
- 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
- 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 where goals were met or exceeded.
- Sets and accomplishes goals, achieving what you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies.
Benefits
- This role is currently benefits eligible.
- Industry-leading benefits.
- Access to paid time off.
- Resources and support to contribute to the sustainable growth of our business.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment goalsbrokerage productsregulatory due diligence
Soft skills
goal settingrelationship buildingcollaborationtask prioritizationexecuting in fast-paced environment
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license