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Financial Solutions Advisor, Spanish Preferred
Bank of America. Provide comprehensive advice and customized financial solutions to clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing customized financial solutions and investment strategies, leveraging strong relationship-building and communication skills to meet client goals while ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseInvestment Products KnowledgeFinancial PlanningClient Relationship Management
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 SolutionsInvestment StrategiesRisk MitigationBrokerage ProductsClient Needs Assessment
Soft Skills
Relationship-BuildingCollaborationCommunicationPrioritizationTime Management
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseSAFE Act Registration
Industry Keywords
Financial ServicesInvestment IndustrySales EnvironmentRegulatory ComplianceClient Engagement
About the role
Key responsibilities & impact- Provide comprehensive advice and customized financial solutions to clients
- Triage client leads and requests
- Make referrals to internal business partners based on client needs and asset thresholds
- Meet with clients to review financial and investment goals
- Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions
- Recommend banking and investment strategies aligned with client goals
- Identify and engage potential new clients through referrals and financial center clientele
- Coach and provide feedback to referral partners
- Mitigate and control risk in daily activities
- Complete required licenses and training
- Comply with SAFE Act registration and background check requirements for residential mortgage loan originations
Requirements
What you’ll need- Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 in lieu of Series 66
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Must be able to work Monday through Friday and rotating Saturdays
- High School Diploma / GED / Secondary School or equivalent
- Strong relationship-building, collaboration, communication, prioritization, adaptability, and time-management abilities
- Thoroughly incorporates relevant regulatory due diligence into daily activities and long-term client strategies
Benefits
Comp & perks- Affordable, competitive, and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Required training and license completion support