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Bank of America is seeking a Financial Solutions Advisor for their Serramonte Financial Center in Daly City, CA. The role involves providing personalized financial advice, building financial plans, and recommending brokerage products while adhering to industry regulations and company culture focused on growth and inclusivity.
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Job Summary
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
This position offers a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor for their Serramonte Financial Center in Daly City, CA. The role involves providing personalized financial advice, building financial plans, and recommending brokerage products while adhering to industry regulations and company culture focused on growth and inclusivity.
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Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included