Financial Solutions Advisor: Plan & Grow Client Portfolios

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito, California. The role involves working directly with clients to build financial plans that include various investment products.

The ideal candidate will have experience in the financial service industry, a strong knowledge of investment products, and the ability to meet regulatory requirements. A competitive salary and benefits package are offered.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66).
• At least one year of experience in the investments industry.
• Experience working in the financial service industry and/or a sales environment.

Responsibilities

• Works with clients to plan their financial goals with brokerage products.
• Recommends banking and investment strategies aligning with client needs.
• Triages client requests and makes referrals to internal services.

Skills

Advisory

Client Management

Risk Management

Oral Communications

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a qualified individual to provide comprehensive financial advice and customized solutions to clients in El Cerrito, California. The role involves working directly with clients to build financial plans that include various investment products.

The ideal candidate will have experience in the financial service industry, a strong knowledge of investment products, and the ability to meet regulatory requirements. A competitive salary and benefits package are offered.