Financial Solutions Advisor: Investments & Planning

Bank of America; San Jose (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in San Jose seeks a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include developing financial plans and recommending brokerage products to meet clients’ needs. A valid Series 7 & 66 license is required, alongside a minimum of two years in financial services or sales.

The ideal candidate excels in relationship building, effective communication, and managing goals in a fast-paced environment. The position offers opportunities for professional growth and development.

Qualifications

• Currently holds Series 7 & 66 licenses, or 63 & 65.
• At least one year in investments industry.
• At least one year in financial service or sales environment.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.

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

Job description

Bank of America in San Jose seeks a Financial Advisor to provide tailored financial solutions to clients. Responsibilities include developing financial plans and recommending brokerage products to meet clients’ needs. A valid Series 7 & 66 license is required, alongside a minimum of two years in financial services or sales.

The ideal candidate excels in relationship building, effective communication, and managing goals in a fast-paced environment. The position offers opportunities for professional growth and development.