Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive participation

Job summary

Bank of America in Salinas, California is seeking a Financial Advisor to provide tailored solutions to clients for their financial goals. Key responsibilities include engaging with clients for financial planning and risk management.

The ideal candidate has at least one year of experience in the investments industry and holds necessary licenses. Open availability Monday through Friday and some Saturdays is required.

Compensation ranges from $70,000 to $80,000 annually, depending on experience and qualifications, along with a competitive benefits package.

Qualifications

• Currently holds Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66).
• At least one year of experience in the investments industry.
• Experience in the financial service industry with a sales environment.

Responsibilities

• Work with clients to plan their financial goals.
• Recommend banking and investment strategies based on client needs.
• Triage client requests and make 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 Salinas, California is seeking a Financial Advisor to provide tailored solutions to clients for their financial goals. Key responsibilities include engaging with clients for financial planning and risk management.

The ideal candidate has at least one year of experience in the investments industry and holds necessary licenses. Open availability Monday through Friday and some Saturdays is required.

Compensation ranges from $70,000 to $80,000 annually, depending on experience and qualifications, along with a competitive benefits package.