Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive opportunities

Job summary

Bank of America in Los Gatos is seeking a dedicated financial advisor to provide customized solutions for clients' financial goals. Responsibilities include planning, triaging client leads, and making referrals based on client needs.

This role requires a High School Diploma and Series 7 & 66 licenses. Ideal candidates will have significant experience in the investments industry and strong relationship-building skills. Competitive salary and benefits package available.

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 or sales.

Responsibilities

• Plan short- and long-term financial goals with brokerage products and services.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers.

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 Los Gatos is seeking a dedicated financial advisor to provide customized solutions for clients' financial goals. Responsibilities include planning, triaging client leads, and making referrals based on client needs.

This role requires a High School Diploma and Series 7 & 66 licenses. Ideal candidates will have significant experience in the investments industry and strong relationship-building skills. Competitive salary and benefits package available.