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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor at Bank of America providing customized financial solutions to clients to achieve financial goals. Engaging clients and growing investment portfolios through comprehensive planning.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing tailored financial advice and solutions, with a strong foundation in investment products and services. Proficient in client relationship management and achieving sales goals in a fast-paced financial services environment.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseInvestment KnowledgeFinancial Services ExperienceBilingual Spanish
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 ProductsClient Needs AssessmentBrokerage RecommendationsLead Triage
Soft Skills
MultitaskingClient Relationship Management
Certifications & Qualifications
Series 7 LicenseSeries 66 License
Industry Keywords
Financial GoalsInvestment IndustrySales EnvironmentClient ReferralsAsset Thresholds
About the role
Key responsibilities & impact- Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triage client leads and make referrals to business partners based on client needs and asset thresholds
- Meet with clients to review financial and investment goals
- Build a financial plan and recommend brokerage products
- Apply and expand knowledge by completing required licenses and trainings
Requirements
What you’ll need- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Bi-lingual Spanish speaking
- Strong computer skills with an ability to multitask in a demanding environment
Benefits
Comp & perks- Health insurance
- Paid time off
- Professional development opportunities
- Flexible work arrangements