Financial Solutions Advisor: Wealth Planning & Guidance

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

Job summary

Bank of America in Vallejo, CA seeks an experienced advisor to help clients reach financial goals by building plans with brokerage products, including stocks and bonds, and by recommending banking and investment strategies.

The role requires triaging client leads, referring to internal partners, meeting with clients to review goals, and maintaining regulatory compliance including SAFE Act registration and licensing requirements.

Qualifications

• Minimum education as listed in the job posting: High School Diploma or equivalent.
• Strong communication and client advisory capabilities are required.
• Experience in a financial services sales environment and meeting goals is preferred.

Responsibilities

• Works with clients to plan short and long-term financial goals and builds a financial plan with brokerage products.
• Recommends banking and investment strategies; triages client requests and refers to internal service providers based on needs and assets.
• Maintains regulatory awareness, compliance with SAFE Act requirements, and supports background checks and licensing.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Vallejo, CA seeks an experienced advisor to help clients reach financial goals by building plans with brokerage products, including stocks and bonds, and by recommending banking and investment strategies.

The role requires triaging client leads, referring to internal partners, meeting with clients to review goals, and maintaining regulatory compliance including SAFE Act registration and licensing requirements.