Back to search results
Financial Solutions Advisor- San Ramon Valley Contra Costa County Area Pleasant Hill California San Ramon California Dublin California Additional locations
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Job Description
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Safe Act Loan Originators FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us.
Job Description
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include:
• Triage client leads • Make referrals to business partners based on client needs and asset thresholds • Meet with clients to review financial and investment goals • Build a financial plan and recommend brokerage products
Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Schedule
• Monday - Fridays and rotating Saturdays
Required Qualifications
• Currently holds Series 7 & 66, 63 & 65 in lieu of 66 licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment. • Likes to learn, adapts to new information, and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications
• Strong computer skills with an ability to multitask in a demanding environment. • At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses.
Minimum Education Requirement
High School Diploma, GED, Secondary School or equivalent
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
Immediate openings may vary by location. Openings may not be available in every listed location at this time.
Shift
1st shift United States of America Hours Per Week: 40 Learn more about this role View transcript Close transcript Music in background throughout Bank of America logo shown periodically throughout On screen disclosure Please see important information at the end of this video.
At Bank of America, I get to make a difference every day.
On screen copy Financial Solutions Advisor As a Financial Solutions Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.
On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education. I match my knowledge of financial markets and investment products with clients individual investment needs.
A key part of my role is accomplishing performance goals through consultative needs-based analysis and organized follow-up with my clients.
On screen copy Accomplishing performance goals through needs-based analysis and client follow-up When I first started, I had a lot to learn about the investment world and compliance standards, but I was equipped with the tools and training I needed to succeed. In my last job, I worked mostly on my own. Here, I get to work in a team environment every day. I even get some of my best referrals from my teammates. And since I work with people in so many different departments, Im able to build connections and learn more about other roles.
Everyone here is really supportive of your career growth. I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality.
On screen copy Regular meetings with your manager to make your goals a reality As a Financial Solutions Advisor, you will participate in the award-winning Academy at Bank of America. From my first day to today, the Academy has equipped me with all the knowledge, skills, and resources I need to be successful.
On screen copy Trained by the award-winning Academy at Bank of America Brandon Hall Gold Award for Learning and Development Im hoping to move into a leadership role in the future, and I feel Ill be able to make this a reality thanks to my manager and the people around me. And its that kind of support that makes it so easy to support my clients every day.
We all have goals. Pursue yours at Bank of America and Merrill.
On screen copy Bank of America logo Learn more bankofamerica.com Careers On screen disclosures Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action in accordance with all applicable federal, state, provincial, and municipal laws.
Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.).
MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp. Investment products Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value.
2024 Bank of America Corporation. All rights reserved.
End of transcript Map - 7269780 Exp - 51926 Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Full time JR-26009510 Manages People No Travel Yes 10 of the time Age requirement Must at least be 18 years of age. California pay and benefits information California pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education, and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may