Client-Focused Financial Solutions Advisor

Bank of America; Watsonville (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 eligibility

Job summary

Bank of America is seeking a financial advisor in Watsonville, CA, responsible for delivering customized solutions to help clients meet their financial goals. This role involves meeting with clients, triaging requests, and recommending suitable banking products.

Qualified candidates will have at least one year of relevant experience and hold necessary licenses. The salary range is between $70,000 and $80,000 annually, depending on experience. Benefits include access to paid time off and an eligibility for an incentive plan.

Qualifications

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

Responsibilities

• Work with clients to plan financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triage client requests and refer to internal service providers.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor in Watsonville, CA, responsible for delivering customized solutions to help clients meet their financial goals. This role involves meeting with clients, triaging requests, and recommending suitable banking products.

Qualified candidates will have at least one year of relevant experience and hold necessary licenses. The salary range is between $70,000 and $80,000 annually, depending on experience. Benefits include access to paid time off and an eligibility for an incentive plan.