Financial Solutions Advisor
United States
Full Time
13 hours ago
Visa Sponsor
Key skills
Sales
About this role
Role Overview
- Providing comprehensive advice and customized solutions to clients.
- Triaging client leads and making referrals to business partners.
- Meeting with clients to review financial and investment goals.
- Building financial plans and recommending brokerage products.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry.
- Has 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.
- Collaborates effectively with others.
- Communicates effectively and confidently.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence.
Benefits
- Bank of America is committed to being an inclusive workplace
- Opportunities to learn, grow, and make an impact