Talent.com
Financial Solutions Advisor- Palo Alto Main Financial Center

Financial Solutions Advisor- Palo Alto Main Financial Center

Bank of AmericaPalo Alto, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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.

    serp_jobs.job_alerts.create_a_job

    Palo Alto • Palo Alto, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Advisor San Francisco Federal Credit Union

    Financial Advisor San Francisco Federal Credit Union

    LPL FinancialSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Financial Advisor San Francisco Federal Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Napa County, CA

    Financial Advisor - Napa County, CA

    Corebridge FinancialOakland, CA, US
    serp_jobs.job_card.full_time
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Advisor - San Francisco, CA

    Wealth Management Advisor - San Francisco, CA

    U.S. BancorpSan Francisco, CA, US
    serp_jobs.job_card.full_time
    The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Advisor - Sonoma & Napa, CA

    Financial Advisor - Sonoma & Napa, CA

    Corebridge FinancialOakland, CA, US
    serp_jobs.job_card.full_time
    At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor - Schwab Wealth Advisory

    Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabSan Francisco, CA, US
    serp_jobs.job_card.full_time
    At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance indus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor Registration Candidate- Visitacion Valley Financial Center

    Financial Solutions Advisor Registration Candidate- Visitacion Valley Financial Center

    Bank of AmericaSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Edward JonesCastro Valley, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Advisor - Palo Alto, CA

    Wealth Management Advisor - Palo Alto, CA

    TIAAPalo Alto, CA, US
    serp_jobs.job_card.full_time
    Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Six Pillars Financial Advisor

    Six Pillars Financial Advisor

    First Commerce Credit UnionSan Ramon, CA, US
    serp_jobs.job_card.full_time
    Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor.General Summary : Six Pillars Financial Advisors, LLC is in the business of prov...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce95108 San Jose, CA, US
    serp_jobs.job_card.full_time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor Registration Candidate- Watsonville Financial Center

    Financial Solutions Advisor Registration Candidate- Watsonville Financial Center

    Bank of AmericaFreedom, CA, US
    serp_jobs.job_card.full_time
    Financial Solutions Advisor Stage I (FSA I).The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Specialist

    Financial Solutions Specialist

    Palo Alto NetworksSanta Clara, CA, US
    serp_jobs.job_card.full_time
    At Palo Alto Networks® everything starts and ends with our mission : .Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor Registration Candidate- Vallco Park Financial Center

    Financial Solutions Advisor Registration Candidate- Vallco Park Financial Center

    Bank of AmericaCupertino, CA, US
    serp_jobs.job_card.full_time
    Financial Solutions Advisor Stage I (FSA I).The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce94125 San Francisco, CA, US
    serp_jobs.job_card.full_time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Solutions Advisor- Alvarado Financial Center

    Financial Solutions Advisor- Alvarado Financial Center

    Bank of AmericaUnion City, CA, US
    serp_jobs.job_card.full_time
    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 Ori...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Veterans StaffingAlameda, CA, US
    serp_jobs.job_card.full_time
    This job posting is anticipated to remain open for 30 days.The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial adv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Consultant - Palo Alto, CA

    Financial Consultant - Palo Alto, CA

    Fidelity InvestmentsMountain View, CA, United States
    serp_jobs.job_card.full_time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Contemporary Client Advisor - Palo Alto

    Contemporary Client Advisor - Palo Alto

    Neiman MarcusPalo Alto, CA, US
    serp_jobs.job_card.full_time
    Neiman Marcus Group is a relationship business that leads with love in everything we dofor our customers, associates, brand partners, and communities. Our legacy of innovating and our culture of Bel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days