Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas
Bank of Americaa day ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor for the Saratoga, Santa Cruz, and Monterey Areas. The role involves providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
About the Role
As a Financial Solutions Advisor, you will be responsible for triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. You will also be expected to apply and expand your knowledge by completing required licenses and trainings, and you must comply with SAFE Act registration requirements.
About You
Required:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Strong relationship-building skills.
- Effective communication skills and comfort engaging with clients.
- Ability to manage goals and navigate complexity in a fast-paced environment.
Preferred:
- Strong computer skills with the ability to multitask in a demanding environment.
- At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.
Benefits
- Opportunities for career growth and development.
- Comprehensive benefits package including health, dental, and vision coverage.
- Support for physical, emotional, and financial wellness.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Morgan Hill, CA