Financial Solutions Advisor — Planning & Investments

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Formulaic incentive plan

Job summary

Bank of America in Corte Madera is seeking a Financial Advisor to provide tailored financial advice and investment solutions to clients. In this role, you will triage client leads, recommend banking and investment products, and work closely with clients to meet their financial goals.

The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services industry, with a passion for building strong client relationships.

Qualifications

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

Responsibilities

• Works with clients to plan financial goals through brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers 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 in Corte Madera is seeking a Financial Advisor to provide tailored financial advice and investment solutions to clients. In this role, you will triage client leads, recommend banking and investment products, and work closely with clients to meet their financial goals.

The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services industry, with a passion for building strong client relationships.