Financial Solutions Advisor - 41st And Capitola Financial Center

Bank of America

Capitola, California, US
$70,000.00 - $80,000.00 annualized salary; formula...
Financial planning and advice
Client relationship management
Brokerage product recommendations
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.
  • 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

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

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Brokerage product recommendations
  • Risk mitigation and control
  • Client lead triaging

Nice-to-have

  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence
  • Comfortable engaging all clients

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