Financial Solutions Advisor- Silicon Valley Area

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

Benefits offered by this job

Eligible for incentives

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products.

The ideal candidate should have at least one year of experience in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial for this role.

Qualifications

• Currently holds Series 7 & 66 licenses or substitutes.
• One year of experience in the investment industry.
• One year of experience in financial services or a sales environment.

Responsibilities

• Work with clients to build financial plans.
• Recommend banking and investment strategies for clients.
• Triage client requests and refer 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

Job Description

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage products, triage client leads, and refer to business partners. The candidate must complete required licenses and trainings. The position is subject to the SAFE Act registration requirements. Failure to obtain and maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Work with clients to plan 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.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Required Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If the 66 is not held but a 63 or 65 is, an offer can be extended pending a passing score for the missing series within 60 days.
• At least one year of experience in the investment industry, including investment training and in‑depth knowledge of investment products and services.
• At least one year of experience in the financial services 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.
• Loves to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages 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 of experience in the financial services 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 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 plus some Saturdays.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift

1st shift (United States).

Hours Per Week

40.

Pay

Pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees may earn incentives as detailed by the specific line‑of‑business incentive plan provisions. Incentives may be earned on a monthly, quarterly and/or annual basis. This 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.