Financial Solutions Advisor
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Responsibilities
- 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
- 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
- SIE
- Series 7
- Series 66
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