Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

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 by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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 and asset thresholds.
  • 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 and potential product services recommended.

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Has 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, achieving whatever you put your mind to.
  • 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
  • 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 and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planninginvestment strategiesrisk mitigationclient engagementcoachingfinancial productsbrokerage productsinvestment traininggoal settingtime management
Soft Skills
relationship buildingcollaborationeffective communicationadaptabilityproblem solvinggoal achievementthoroughnessthoughtfulnessnavigating complexityexecuting in fast-paced environments
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license