Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

Bank of America in Gilroy, California is seeking a dedicated financial advisor to provide tailored advice and solutions to clients. In this role, you'll work closely with clients to help them meet their financial goals by building comprehensive financial plans that include various brokerage products. The position requires strong communication skills, multitasking ability, and the necessary licenses to ensure compliance with regulations.

We offer competitive compensation ranging from $70,000 to $80,000 annually based on experience, along with industry-leading benefits and incentives for high performance.

Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial service industry and/or a sales environment.
• Strong computer skills with an ability to multitask in a demanding environment.

Responsibilities

• Work with clients to plan financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies that align with client goals.
• Triage client requests and make referrals to internal service providers.
• Identify and engage potential 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 Gilroy, California is seeking a dedicated financial advisor to provide tailored advice and solutions to clients. In this role, you'll work closely with clients to help them meet their financial goals by building comprehensive financial plans that include various brokerage products. The position requires strong communication skills, multitasking ability, and the necessary licenses to ensure compliance with regulations.

We offer competitive compensation ranging from $70,000 to $80,000 annually based on experience, along with industry-leading benefits and incentives for high performance.