Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan opportunities

Job summary

Bank of America is seeking a Financial Advisor in Hollister, California. The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals. Responsibilities include planning financial strategies and recommending products based on client needs.

The ideal candidate should possess strong communication skills, relevant licenses, and at least one year of experience in financial services. Benefits include competitive salary and industry-leading support.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Builds and nurtures strong relationships.
• Strong computer skills to multitask in a demanding environment.

Responsibilities

• Work with clients to plan financial goals by building financial plans.
• Recommend banking and investment strategies aligned with client needs.
• Triage client requests to appropriate internal service providers.
• Identify and engage potential new clients.

Skills

Account Management

Advisory

Client Management

Risk Management

Oral Communications

Written Communications

Active Listening

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Hollister, California. The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals. Responsibilities include planning financial strategies and recommending products based on client needs.

The ideal candidate should possess strong communication skills, relevant licenses, and at least one year of experience in financial services. Benefits include competitive salary and industry-leading support.