Bank of America is seeking a Financial Solutions Advisor for various locations in California, focused on providing tailored financial advice and solutions to clients. The role requires a strong background in the financial services industry, with specific licensing and experience in investment products
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and allows for appropriate flexibility.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor for various locations in California, focused on providing tailored financial advice and solutions to clients. The role requires a strong background in the financial services industry, with specific licensing and experience in investment products.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Series 7 & 66 licenses required
One year investments industry experience
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Nice-to-have
Strong computer multitasking skills
Three years financial service experience
Certified Financial Planner designation
Insurance licenses obtained
Building strong client relationships
Key Requirements
Currently holds Series 7 & 66 licenses
At least one year experience in investments industry
At least one year experience in financial service or sales