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Financial Solutions Advisor Registration Candidate-Consumer Investments

Financial Solutions Advisor Registration Candidate-Consumer Investments

CompanyBank of America
LocationBurlingame, CA, USA, San Francisco, CA, USA, San Mateo, CA, USA, Daly City, CA, USA, San Carlos, CA, USA, San Bruno, CA, USA
Salary$28.85 – $33.65
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad

Requirements

  • Aptitude in obtaining required industry licenses.
  • Must be self-disciplined in managing time and capacity.
  • Experience in cultivating client relationships, accessing needs and recommending solutions.
  • Success creating strong peer relationships through effective communication and collaboration.
  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
  • Executes multiple tasks simultaneously.
  • Learns and adapts to new technology or applications.

Responsibilities

  • Obtain Securities Industry licenses including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams.
  • Build and manage client relationships.
  • Provide end-to-end comprehensive advice and deliver client reviews/presentations.
  • Recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners to connect clients to solutions.
  • Grow business knowledge using a defined consultative approach with clients.

Preferred Qualifications

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.