Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Corte Madera • California • United States

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Salary

💰 $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 investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs

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 where goals were met or exceeded.
  • Sets and accomplishes goals.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Benefits
  • industry-leading benefits
  • access to paid time off
  • resources and support to our employees

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planninginvestment strategiesrisk mitigationclient engagementgoal settingsales experienceregulatory due diligence
Soft skills
relationship buildingcollaborationeffective communicationtime managementadaptabilityproblem solvinggoal accomplishment
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license