Financial Solutions Advisor- Peninsula Area

Bank of America

Belmont, CA, US
$70,000.00 - $80,000.00 annualized salary; formula...
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Client financial goal achievement
Brokerage product recommendation
Financial plan building
** Bank of America is seeking a Financial Solutions Advisor for various locations in the Peninsula Area of California. The role focuses on delivering tailored financial advice to clients, requiring strong expertise in investments and client relationship management. **

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.
  • 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.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for various locations in the Peninsula Area of California. The role focuses on delivering tailored financial advice to clients, requiring strong expertise in investments and client relationship management. **

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Industry-leading benefits

Skills & Requirements

Must-have

  • Client financial goal achievement
  • Brokerage product recommendation
  • Financial plan building
  • Client lead triaging
  • Risk mitigation and control

Nice-to-have

  • Relationship building and nurturing
  • Effective communication and engagement
  • Adaptability and continuous learning
  • Thorough regulatory due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter