Financial Solutions Advisor - San Joaquin Valley Area

Bank of America

Merced, CA, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial plan development
Brokerage product recommendation
Client needs assessment
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • This role is eligible to participate in a formulaic incentive plan and is currently benefits eligible, providing industry-leading benefits, access to paid time off, resources and support.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendation
  • Client needs assessment
  • Risk mitigation
  • Client engagement and acquisition

Nice-to-have

  • Relationship building
  • Effective communication
  • Adaptability and learning
  • Time management
  • Thoroughness in due diligence

Key Requirements

  • Series 7 & 66 licenses
  • One year investments industry experience
  • One year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter