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

Bank of America

Dublin, CA, US
$70,000.00 - $80,000.00 annualized salary; formula...
Financial plan development
Brokerage product recommendations
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.
  • 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 plan development
  • Brokerage product recommendations
  • Client needs assessment
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Relationship building
  • Effective communication
  • Adaptability to new information
  • Goal achievement mindset
  • Collaboration with others

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