Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Fort Worth • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Providing comprehensive advice to clients to help achieve financial goals
- Triage client leads and make referrals to business partners
- Build financial plans and recommend brokerage products
- Apply and expand 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 investments industry
- At least one year experience in financial service industry and/or sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and tasks in a fast-paced environment
- Efficiently manages time and capacity
- Incorporates relevant regulatory due diligence into strategies
Benefits
- Comprehensive advice and customized solutions to clients
- Opportunities to learn, grow, and make an impact
- Coaching and feedback to referral partners
- 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.
Hard skills
financial planningbrokerage productsregulatory due diligence
Soft skills
goal settingrelationship buildingcollaborationeffective communicationtime management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license