Financial Solutions Advisor

Bank of America is recruiting a Financial Solutions Advisor to support clients in Yuba City, onsite. In this role, you will deliver comprehensive financial guidance, build tailored plans, and recommend brokerage and banking products, while triaging client needs and reviewing progress toward goals. The position offers a salary range of USD 70,000 to 80,000 per year and requires a high school diploma or equivalent.

Responsibilities

• Collaborate with clients to define short- and long-term financial goals and develop a financial plan that incorporates brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money‑management solutions.
• Recommend banking and investment strategies that align with each client’s goals and needs.
• Triages client requests and refers them to the appropriate internal service providers based on client needs and asset thresholds.
• Identify and mitigate risk as part of daily activities.
• Identify and engage potential new clients through referrals or the financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements

• Currently holds Series 7 and 66 licenses (63 and 65 may be accepted in lieu of 66; an offer can be extended with the condition that the missing series is passed within 60 days).
• 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.
• Sets and accomplishes goals and persistently pursues outcomes.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to achieve shared objectives.
• Communicates effectively and confidently with all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Shows a willingness to learn, adapts to new information, and seeks appropriate solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and thoughtful in incorporating regulatory due diligence into daily activities and long-term client strategies.
• Education: High School Diploma / GED / Secondary School or equivalent.

Schedule

Monday – Fridays and rotating Saturdays

Desired Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• At least three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Shift

1st shift (United States of America)

Hours Per Week

40