Financial Solutions Advisor- Silicon Valley Area

Bank of America Corporation; Cupertino (CA); Vor Ort; USD 70.000 - 80.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America Corporation in Cupertino, CA is seeking a financial advisor to provide comprehensive guidance and tailored solutions to help clients reach their financial goals. You will triage leads, refer to partners, meet clients to review goals, build a plan, and recommend brokerage products, while completing required licenses and training.

The role requires Series 7 and 66 (63/65 in lieu of 66), at least one year in investments and financial services or sales, and strong relationship and

Qualifikationen

• Required Series 7 & 66 licenses. If 66 is missing but 63/65 held, offer contingent on passing 66 within 60 days.
• At least 1 year experience in investments or investment training and knowledge of investment products and services.
• At least 1 year experience in financial services or a sales environment with measurable goals.
• Strong relationship-building and collaboration skills.
• Ability to communicate effectively with clients and manage multiple tasks in a fast-paced environment.

Aufgaben

• Plan clients' short- and long-term financial goals by building a financial plan and offering brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product offerings.

Kenntnisse

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

Ausbildung

High School Diploma / GED

Jobbeschreibung

Job Description:

Job Description

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses

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

Schedule:

Monday-Friday Open availability required + some Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - CA - Cupertino - 1 Apple Park Way - Apple Park (CA3218), US - CA - Cupertino - 20563 Stevens Creek Blvd (CA3143), US - CA - Cupertino - 21020 Homestead Rd (CA4104), US - CA - Los Altos - 227 S San Antonio Rd - HAWTHORNE-SAN ANTONIO BC (CA4173), US - CA - Menlo Park - 633 Santa Cruz Ave - MENLO PARK BC (CA5142), US - CA - Mountain View - 384 San Antonio Rd - SAN ANTONIO BC (CA4122), US - CA - Mountain View - 444 Castro St - MOUNTAIN VIEW MAIN OFFICE (CA4109), US - CA - Palo Alto - 530 Lytton Ave - PALO ALTO MAIN OFFICE (CA5106), US - CA - Redwood City - 1875 Virginia Ave - WOODSIDE PLAZA (CA5154), US - CA - Redwood City - 700 Jefferson Ave - REDWOOD CITY MAIN OFFICE (CA5101), US - CA - San Carlos - 760 Laurel St - SAN CARLOS BC (CA5153), US - CA - Sunnyvale - 1310 S Mary Ave - DE ANZA SQUARE BC (CA4161)

Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.