Client-Focused Financial Solutions Advisor

Bank of America; Scotts Valley (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 opportunities

Job summary

Bank of America is seeking a dedicated professional for financial advisory roles in Scotts Valley, California. Responsibilities include offering tailored financial solutions, triaging client leads, and collaborating with internal teams to achieve client goals.

Candidates should hold essential financial licenses like Series 7 and 66, have at least one year of industry experience, and demonstrate excellent communication and relationship-building skills. Competitive salary and comprehensive benefits offered.

Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66) licenses.
• Has at least one year of experience in the investments industry.
• Has at least one year of experience working in the financial service industry.

Responsibilities

• Plan short- and long-term financial goals with clients.
• Recommend banking and investment strategies aligning with client goals.
• Provide coaching and feedback to referral partners.

Skills

Account Management

Client Solutions Advisory

Customer and Client Focus

Attention to Detail

Advisory

Oral Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated professional for financial advisory roles in Scotts Valley, California. Responsibilities include offering tailored financial solutions, triaging client leads, and collaborating with internal teams to achieve client goals.

Candidates should hold essential financial licenses like Series 7 and 66, have at least one year of industry experience, and demonstrate excellent communication and relationship-building skills. Competitive salary and comprehensive benefits offered.