Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plans based on performance

Job summary

Bank of America is seeking a Financial Advisor to provide customized solutions that help clients achieve their financial goals. You'll be responsible for developing financial plans, managing client relationships, and recommending appropriate investment strategies.

The ideal candidate will have a strong background in the finance industry and relevant licensing such as Series 7 & 66. Successful applicants will be able to manage client goals and thrive in a fast-paced working environment.

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.
• Able to manage goals and prioritize tasks in a fast-paced environment.

Responsibilities

• Work with clients to plan financial goals and build a financial plan.
• Triage client requests and make referrals to service providers.
• Identify potential new clients through referrals.

Skills

Account Management

Client Experience Branding

Oral Communications

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a Financial Advisor to provide customized solutions that help clients achieve their financial goals. You'll be responsible for developing financial plans, managing client relationships, and recommending appropriate investment strategies.

The ideal candidate will have a strong background in the finance industry and relevant licensing such as Series 7 & 66. Successful applicants will be able to manage client goals and thrive in a fast-paced working environment.