Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan participation

Job summary

Bank of America in Saratoga, CA is seeking a qualified candidate responsible for providing financial advice tailored to client goals.

In this role, you will build financial plans, recommend investment strategies, and collaborate with clients to achieve their objectives. Applicants should have relevant licenses, at least one year of experience in the investment or financial service industry, and strong relationship management skills.

Benefits include competitive salary, potential incentives, and comprehensive employee benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• Minimum one year of experience in the investments industry.
• Minimum one year of experience in financial services or sales.

Responsibilities

• Work with clients to plan financial goals using brokerage products.
• Recommend banking strategies that align with client goals.
• Triage client requests and make referrals to internal services.

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 Saratoga, CA is seeking a qualified candidate responsible for providing financial advice tailored to client goals.

In this role, you will build financial plans, recommend investment strategies, and collaborate with clients to achieve their objectives. Applicants should have relevant licenses, at least one year of experience in the investment or financial service industry, and strong relationship management skills.

Benefits include competitive salary, potential incentives, and comprehensive employee benefits.