Client-Centric Financial Solutions Advisor

Bank of America; San Francisco (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Resources for personal and professional growth

Industry-leading benefits

Job summary

Bank of America in San Francisco is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. This position involves triaging client leads, reviewing objectives, and building financial plans incorporating brokerage products. Candidates must have Series 7 and 66 licenses and a minimum of one year in the financial services industry.

The role requires strong relationship-building skills, the ability to manage complexity, and adaptability. Industry-leading benefits, paid time off, and professional growth resources are included.

Qualifications

• Current Series 7 and Series 66 (or Series 63/65) licenses are mandatory.
• At least one year of experience in investments and financial services.
• Strong relationship-building skills and a proven ability to accomplish objectives.

Responsibilities

• Work with clients to build financial plans incorporating various products.
• Triages client requests and makes referrals to appropriate services.
• Mitigate risk and identify new clients through referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in San Francisco is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. This position involves triaging client leads, reviewing objectives, and building financial plans incorporating brokerage products. Candidates must have Series 7 and 66 licenses and a minimum of one year in the financial services industry.

The role requires strong relationship-building skills, the ability to manage complexity, and adaptability. Industry-leading benefits, paid time off, and professional growth resources are included.