Financial Solutions Advisor

🕒 May 22

🏢🏡 San Francisco – Hybrid

💵 $28 - $33 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Bank of America

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Bank of America is a leading global financial institution that provides a comprehensive range of banking, investment, and financial services to individuals, businesses, and institutions. Committed to responsible growth, the bank offers personal banking, small business support, wealth management services, and access to capital markets. With a focus on economic and social progress, Bank of America aims to drive sustainable finance, promote diversity, and support community development through various initiatives.

📋 Description

• Obtain your Securities Industry licenses including SIE, Series 7, Series 66 • Acquire, build and manage client relationships • Consider client’s complex financial picture and provide guidance • Deliver Bank of America’s core banking, investment solutions, and client care • Work in a financial center after achieving key milestones

🎯 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

🏖️ Benefits

• Affordable, competitive and flexible benefits • Access to paid time off • Resources and support for physical, emotional, and financial wellness