Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan participation

Job summary

Bank of America in Seacliff, California, seeks a Financial Advisor to provide personalized financial advice and solutions to clients.

The role involves building financial plans, managing client relationships, and meeting regulatory requirements. Candidates should have relevant licenses and experience in the financial service industry.

The position offers a salary between $70,000 and $80,000, depending on experience, with additional incentives and industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or Series 63 & 65.
• At least one year of experience in the investments industry.
• Strong relationship-building skills.

Responsibilities

• Advise clients on financial products and services.
• Recommend banking and investment strategies.
• Triage client requests and control risks.

Skills

Account Management

Client Solutions Advisory

Communication

Risk Management

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Seacliff, California, seeks a Financial Advisor to provide personalized financial advice and solutions to clients.

The role involves building financial plans, managing client relationships, and meeting regulatory requirements. Candidates should have relevant licenses and experience in the financial service industry.

The position offers a salary between $70,000 and $80,000, depending on experience, with additional incentives and industry-leading benefits.