Holistic Financial Solutions Advisor

Bank of America; Corte Madera (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Corte Madera, California is seeking a financial advisor to provide tailored solutions to clients. The role involves detailed financial planning, achieving set goals, and expanding client relationships through effective communication.

The ideal candidate should possess Series 7 & 66 licenses, a strong background in the investment sector, and excellent interpersonal skills. Availability from Monday to Friday with some Saturdays is required.

Qualifications

• Currently holds Series 7 & 66 (or equivalent), experience in the investments industry, and strong relationship building.
• Excellent communication skills and ability to manage goals in a fast-paced environment.
• Efficiently manages time and incorporates regulatory due diligence.

Responsibilities

• Works with clients to set and achieve financial goals.
• Recommends banking and investment strategies.
• Identifies potential new clients through referrals or financial center clientele.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Corte Madera, California is seeking a financial advisor to provide tailored solutions to clients. The role involves detailed financial planning, achieving set goals, and expanding client relationships through effective communication.

The ideal candidate should possess Series 7 & 66 licenses, a strong background in the investment sector, and excellent interpersonal skills. Availability from Monday to Friday with some Saturdays is required.