Financial Solutions Advisor: Client Growth & Planning

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

Benefits offered by this job

Eligible for incentives

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products.

The ideal candidate should have at least one year of experience in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial for this role.

Qualifications

• Currently holds Series 7 & 66 licenses or substitutes.
• One year of experience in the investment industry.
• One year of experience in financial services or a sales environment.

Responsibilities

• Work with clients to build financial plans.
• Recommend banking and investment strategies for clients.
• 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

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products.

The ideal candidate should have at least one year of experience in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial for this role.