Client-Focused Financial Solutions Advisor

Bank of America; San Jose (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 in San Jose is seeking a Financial Advisor to provide tailored financial solutions to clients. You will triage client leads, develop financial plans, and recommend investment strategies that align with the client's goals.

The ideal candidate holds relevant licenses and has at least one year of experience in the investments sector. This full-time role requires strong client relationship skills and a proven track record in the financial services industry. Competitive salary and benefits offered.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65) licenses.
• At least one year of experience in the investments industry.
• At least one year in the financial services industry or sales.
• Ability to accomplish goals and build strong relationships.
• Experience in a fast-paced environment.

Responsibilities

• Work with clients to plan short- and long-term financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make referrals.
• Engage potential new clients through referrals.
• Provide coaching to referral partners.

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

Job description

Bank of America in San Jose is seeking a Financial Advisor to provide tailored financial solutions to clients. You will triage client leads, develop financial plans, and recommend investment strategies that align with the client's goals.

The ideal candidate holds relevant licenses and has at least one year of experience in the investments sector. This full-time role requires strong client relationship skills and a proven track record in the financial services industry. Competitive salary and benefits offered.