Financial Solutions Advisor — Build Plans, Advise & Grow

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Antioch is looking for a professional to provide comprehensive financial advice and customized client solutions. The role involves meeting clients, triaging requests, and building financial plans with investment products while ensuring compliance with regulatory requirements.

The ideal candidate holds the required licenses and has experience in the financial services industry. Strong communication, relationship-building skills, and an ability to meet goals are essential. Competitive salary and extensive benefits package included.

Qualifications

• Currently holds Series 7 & 66 licenses or 63/65 with conditions.
• At least one year of experience in the investments industry.
• At least one year of experience working in financial services or sales.
• Proven ability to set and accomplish goals.
• Strong relationship building skills.

Responsibilities

• Works with clients to plan financial goals and build financial plans.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Identifies potential new clients through referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Antioch is looking for a professional to provide comprehensive financial advice and customized client solutions. The role involves meeting clients, triaging requests, and building financial plans with investment products while ensuring compliance with regulatory requirements.

The ideal candidate holds the required licenses and has experience in the financial services industry. Strong communication, relationship-building skills, and an ability to meet goals are essential. Competitive salary and extensive benefits package included.