Financial Solutions Advisor - West Valley Area

Bank of America

West Valley Area, USA
Financial planning and investment strategies
Client lead triaging and referrals
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.
  • This position is subject to SAFE Act registration requirements.

Matching Summary

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

Skills & Requirements

Must-have

  • Financial planning and investment strategies
  • Client lead triaging and referrals
  • Brokerage product recommendations
  • Risk mitigation in daily activities

Nice-to-have

  • Bi-lingual Spanish speaking
  • Strong computer multitasking skills
  • Collaborates effectively with others
  • Adapts to new information and seeks solutions

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