Strategic Financial Solutions Advisor

Bank of America; Daly City (CA); On-site; USD 85,000 - 115,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging client leads, referring to internal partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Must obtain required licenses and complete trainings; SAFE Act registration applies to residential mortgage originations.

Qualifications

• Series 7 & 66 licenses required; 63/65 in lieu of 66 allowed.
• At least 1 year in investments or financial services; sales experience
• Strong client relationship and communication skills
• Ability to plan and manage client goals and financial strategies

Responsibilities

• Plan short and long-term financial goals with clients using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal partners based on needs and assets.
• Mitigates risk as part of daily activities.
• Identify and engage potential new clients through referrals or branch clientele.
• Provide coaching to referral partners and communicate solutions clearly.

Education

High School Diploma or GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging client leads, referring to internal partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Must obtain required licenses and complete trainings; SAFE Act registration applies to residential mortgage originations.