Financial Solutions Advisor- San Ramon Valley/contra Costa County Area

Bank of America (GHR)

Dublin, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with required attendance, allowing for some role-specific flexibility.
Series 7 license required
Series 66 or 63/65 license
One year investments experience
Bank of America is seeking a Financial Solutions Advisor for the San Ramon Valley/Contra Costa County area, responsible for providing tailored financial advice and solutions to clients. The role requires specific licensing and experience in the investment and financial services sectors, along with a commitment to client relationships and achieving financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • This position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the San Ramon Valley/Contra Costa County area, responsible for providing tailored financial advice and solutions to clients. The role requires specific licensing and experience in the investment and financial services sectors, along with a commitment to client relationships and achieving financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible based on metrics; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year investments experience
  • Client relationship building
  • Financial planning execution

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses obtained
  • Three years sales experience
  • Strong computer multitasking skills
  • Adaptable to new information

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

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