Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Jose • California • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Junior
About the role
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investment strategies
- Triages client requests and makes referrals
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients
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
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities
Benefits
- We provide industry-leading benefits
- Access to paid time off
- Resources and support to our employees
- Contributions to sustainable growth of our business
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
sets and accomplishes goalsbuilds and nurtures relationshipsefficiently manages timethorough and thoughtful
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license