Financial Solutions Advisor – CA Coastal Market
Bank of America
full-time
Posted on:
Location Type: Office
Location: Camarillo • California • United States
Visit company websiteExplore more
Salary
💰 $70,000 - $80,000 per year
Job Level
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.
- identifies and engages potential new clients through referrals or financial center clientele.
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 where goals were met or exceeded.
- builds and nurtures strong relationships.
- communicates effectively and confidently and is comfortable engaging all clients.
- thorough and thoughtful in incorporating relevant regulatory due diligence.
Benefits
- this role is currently benefits eligible.
- we provide industry-leading benefits.
- access to paid time off.
- resources and support to our employees so they can make a genuine impact.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship buildingeffective communicationconfidence in client engagementthoughtfulnessregulatory due diligence
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license