Financial Solutions Advisor
Job in
Pleasant Hill, Contra Costa County, California, 94523, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
- Obtain your Securities Industry licenses, including SIE, Series 7, and Series 66 Exams
- Build and manage client relationships, considering complex financial pictures and guiding clients with advice and solutions
- Work in a financial center to deliver Bank of America’s banking and investment solutions and client care
- Continue to practice and grow as a Financial Solutions Advisor Stage II after success as a Stage I
- 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 clients' interests in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Demonstrates expertise in obtaining Securities Industry licenses, including SIE, Series 7, and Series 66, while effectively managing client relationships and delivering tailored financial solutions. Exhibits strong communication and collaboration skills to thrive in a fast-paced financial environment.
Highest-signal resume keywords- Securities Industry Licenses
- Client Relationship Management
- Financial Solutions Advisory
- Effective Communication
- Results-Driven Mindset
Hard Skills
- SIE Exam
- Series 7 Exam
- Series 66 Exam
- Financial Solutions
- Investment Solutions
- Self-Discipline
- Time Management
- Collaboration
- Adaptability
- Securities Industry Licenses
- Financial Center
- Client Care
- Complex Financial Pictures
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