Financial Solutions Advisor

Bank of America is hiring a Financial Solutions Advisor to work onsite in Antioch, CA.

Responsibilities

• Collaborate with clients to establish short and long term financial goals and craft a comprehensive plan using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommend banking and investment strategies aligned with each client’s goals and needs.
• Triage client requests and refer to the 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 existing financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and the potential product services recommended.

Requirements

• Currently holds Series 7 and Series 66 licenses (63 and 65 are acceptable in lieu of 66); if you do not hold 66 but have 63 or 65, an offer may be extended with the condition that the missing series is passed within 60 days. Ongoing licenses and SAFE Act registration are required.
• At least one year of experience in the investments 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.
• Goal oriented with a track record of setting and achieving objectives.
• Ability to build and nurture strong relationships.
• Collaborative mindset and the ability to work effectively with others to complete tasks.
• Strong communication skills, confident in engaging with all clients.
• Capability to manage goals, navigate complexity, prioritize tasks, and execute in a fast paced environment.
• Willingness to learn, adapt to new information, and identify appropriate solutions for clients.
• Efficient time and capacity management.
• Thoughtful approach to regulatory due diligence integrated into daily activities and long term client strategies.
• Education: High School Diploma / GED / Secondary School or equivalent.

Job Details

• Location: Antioch, CA (onsite)
• Salary: USD 70,000 - 80,000 per year
• Schedule: Monday – Friday with rotating Saturdays
• Shift: First shift (United States of America)
• Hours per week: 40

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