Strategic Financial Solutions Advisor

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

Benefits offered by this job

Competitive benefits

Job summary

Bank of America is hiring for a role focused on providing comprehensive financial advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans with brokerage products to help clients reach their objectives.

You will be expected to pursue required licenses/trainings, with SAFE Act registration applicable to residential mortgage originations.

Qualifications

• Series 7 & 66 licenses required; if you hold 63/65, an offer can be extended with passing score for missing series within 60 days.
• Minimum 1 year experience in investments industry and financial services or sales with goals met.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigate and control risk in daily activities.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Risk Management

Client Management

Education

High School Diploma / GED

Job description

Bank of America is hiring for a role focused on providing comprehensive financial advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans with brokerage products to help clients reach their objectives.

You will be expected to pursue required licenses/trainings, with SAFE Act registration applicable to residential mortgage originations.