Financial Solutions Advisor – CA Coastal Market
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Camarillo • California • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
- Triage client leads and make referrals to business partners based on 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
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to contribute to sustainable growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client advicecustomized solutionsreferral management
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license