More jobs:
Financial Solutions Advisor
Job in
Thousand Oaks, Ventura County, California, 91362, 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
Job Description & How to Apply Below
Responsibilities
- Begin obtaining your Securities Industry licenses through dedicated and personalized classes
- Acquire, build and manage client relationships
- Guide clients with advice and solutions to help them live their best financial lives
- Deliver Bank of America's core banking and investment solutions
- Interact with banking customers, small business owners, and higher net worth clients
- 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
- self-discipline
- client relationship management
- effective communication
- collaboration
- results-driven mindset
- time management
- adaptability
- multitasking
- Securities Industry licenses
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×