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Financial Solutions Advisor- Palo Alto Main Financial Center

Financial Solutions Advisor- Palo Alto Main Financial Center

Bank of AmericaPalo Alto, CA, US
30+ days ago
Job type
  • Full-time
Job description

Bank Of America Financial Advisor

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.

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!

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.

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.

    • Skills

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

    • Schedule

    Monday-Friday open availability required + some Saturdays

    Minimum Education Requirement

    High School Diploma / GED / Secondary School or equivalent

    Pay

    Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan.

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    Palo Alto • Palo Alto, CA, US

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