Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Pleasant Hill Financial Center

Bank of America • Pleasant Hill, CA

289d • $28 - $33

About The Position

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 a diverse and 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. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Comfortable in a sales role, nurturing strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively.
• Can manage complexity, prioritize tasks, and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily tasks.

Nice To Haves

• Strong computer skills with the ability to multitask.
• A bachelor's degree or 1-2 years' experience in financial services or sales.
• Experience assessing client needs and building/managing client relationships.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships.
• Provide comprehensive financial advice and solutions to clients.
• Collaborate with core banking and investment partners.
• Deliver client reviews and presentations confidently.
• Manage a portfolio of clients and provide exceptional client care.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Support for physical, emotional, and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree