Financial Solutions Advisor

Jobtailor; Pleasant Hill (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in Pleasant Hill, CA seeks a Financial Solutions Advisor Stage II to obtain securities licenses (SIE, Series 7, Series 66) and to build and manage client relationships while delivering tailored financial solutions in a fast-paced financial center.

The role emphasizes collaboration, adaptability, and progressing from Stage I to Stage II after demonstrated client focus and results.

Qualifications

• Must be able to obtain required industry licenses.
• Experience in cultivating client relationships and identifying needs.

Responsibilities

• Obtain securities licenses (SIE, Series 7, Series 66).
• Build and manage client relationships, guiding clients with advice and solutions.
• Work in a financial center to deliver Bank of America’s banking and investment solutions.
• Progress to Financial Solutions Advisor Stage II after success as Stage I.

Skills

Client Relationship Management

Financial Solutions Advisory

Effective Communication

Self-Discipline

Time Management

Collaboration

Adaptability

Tools

SIE Exam

Series 7 Exam

Series 66 Exam

Job description

• Obtain your Securities Industry licenses, including SIE, Series 7, and Series 66 Exams
• Build and manage client relationships, considering complex financial pictures and guiding clients with advice and solutions
• Work in a financial center to deliver Bank of America’s banking and investment solutions and client care
• Continue to practice and grow as a Financial Solutions Advisor Stage II after success as a Stage I

Requirements

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing clients' interests in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Core Competencies

Demonstrates expertise in obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, while effectively managing client relationships and delivering tailored financial solutions. Exhibits strong communication and collaboration skills to thrive in a fast-paced financial environment.

Highest-signal resume keywords

• Securities Industry Licenses
• Client Relationship Management
• Financial Solutions Advisory
• Effective Communication
• Results-Driven Mindset

ATS Optimization Keywords

Hard Skills

• SIE Exam
• Series 7 Exam
• Series 66 Exam
• Financial Solutions
• Investment Solutions

Soft Skills

• Self-Discipline
• Time Management
• Collaboration
• Adaptability

Certifications & Qualifications

• Securities Industry Licenses

Industry Keywords

• Financial Center
• Client Care
• Complex Financial Pictures