FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor providing customized solutions to clients at Bank of America. Helping clients achieve financial goals and managing investments while ensuring compliance with regulations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and investment strategies, with a strong focus on client relationship management and regulatory compliance. Proven ability to effectively communicate and manage client expectations while identifying new business opportunities.
Highest-signal resume keywords
Series 7 LicenseSeries 66 LicenseInvestment Strategy DevelopmentClient Relationship ManagementRegulatory Due Diligence
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 PlanningInvestment StrategiesClient EngagementTime ManagementRegulatory Compliance
Soft Skills
Effective CommunicationRelationship BuildingCoaching and Feedback
Certifications & Qualifications
Series 7 LicenseSeries 66 License
Industry Keywords
Financial ServicesInvestments IndustryClient ReferralsDue Diligence
About the role
Key responsibilities & impact- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments 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
- Provides coaching and feedback to referral partners
Requirements
What you’ll need- 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
- Builds and nurtures strong relationships
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating regulatory due diligence into client strategies
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
- Wellness programs