Financial Solutions Advisor - Southern Inland Empire

Bank of America

Lake Elsinore, CA, US
$70,000.00 - $80,000.00 annualized salary; formula...
Financial plan development
Brokerage product recommendation
Client needs assessment
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders every day

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders every day.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders every day.

Salary

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

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendation
  • Client needs assessment
  • Risk mitigation
  • Sales environment experience

Nice-to-have

  • Relationship building
  • Effective communication
  • Adaptability and learning
  • Time management skills
  • Thorough regulatory due diligence

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