Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Corpus Christi • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Works with clients to plan their short and long-term financial goals.
- Recommends banking and investment strategies that align with client financial goals.
- Triages client requests and makes referrals to appropriate internal service providers.
- Identifies and engages potential new clients through referrals or financial center clientele.
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.
- Bi-lingual Spanish speaking
- Strong computer skills
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbanking strategiesinvestment strategiesclient engagementtriaging client requests
Soft skills
communicationclient relationship managementsales skills
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license