Financial Solutions Advisor

Bank of America, based in San Marcos, CA, is seeking a Financial Solutions Advisor to provide comprehensive financial guidance and tailored solutions to clients, with a salary range of USD 70,000 - 80,000 per year.

Responsibilities

• Develops a client financial plan that incorporates brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money management solutions.
• Recommends banking and investment strategies aligned with the client’s goals and needs.
• Assesses client requests and refers them to appropriate internal service providers based on needs and asset thresholds.
• Identifies and mitigates risk as part of daily activities.
• Proactively identifies potential new clients through referrals or by engaging existing financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and recommended product services.

Requirements

• Holds current Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of 66, with the requirement to pass the missing series within 60 days if applicable.
• At least 1 year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least 1 year of experience in the financial services industry or a sales environment where goals were met or exceeded.
• Demonstrates goal setting and achievement, builds and nurtures strong relationships, and collaborates effectively with others.
• Effective and confident communication skills; comfortable engaging with all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast paced environment.
• Shows a willingness to learn, adapts to new information, and seeks optimal solutions for clients.
• Strong time management and capacity planning abilities.
• Thorough in applying regulatory due diligence to daily activities and long term client strategies.
• Education: High School Diploma / GED / Secondary School or equivalent.

Schedule

• Shift: 1st shift (United States of America)
• Hours per week: 40