Financial Solutions Advisor: Licensing Path & Client Impact

Bank of America; Gilroy (CA); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Gilroy, CA is seeking a Financial Solutions Advisor Stage I, focused on building client relationships and obtaining industry licenses. Your role will include delivering core banking and investment solutions while providing comprehensive financial advice.

This position promises a clear path for career progression and offers extensive training and resources. With a competitive hourly pay range and industry-leading benefits, this role is perfect for those looking to make an impact in the financial sector.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Success in creating strong peer relationships.
• Results-driven mindset prioritizing client interest.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn and adapt to new technologies.

Responsibilities

• Receive training and coaching to develop financial advisory skills.
• Build and manage client relationships effectively.
• Guide clients with financial advice and solutions.
• Collaborate with banking and investment partners.
• Provide end-to-end comprehensive advice to clients.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Gilroy, CA is seeking a Financial Solutions Advisor Stage I, focused on building client relationships and obtaining industry licenses. Your role will include delivering core banking and investment solutions while providing comprehensive financial advice.

This position promises a clear path for career progression and offers extensive training and resources. With a competitive hourly pay range and industry-leading benefits, this role is perfect for those looking to make an impact in the financial sector.