Financial Solutions Advisor — Build Relationships & Invest Solutions
Jobtailor
Bank of America in Pleasant Hill, CA seeks a Financial Solutions Advisor Stage II to obtain securities licenses (SIE, Series 7, Series 66) and to build and manage client relationships while delivering tailored financial solutions in a fast-paced financial center. The role emphasizes collaboration, adaptability, and progressing from Stage I to Stage II after demonstrated client focus and results. #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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Financial Solutions Advisor Stage I (FSA I) Work as a Financial Solutions Advisor Stage I at... ...applying a consultative approach to build and manage client relationships in a financial center. Key... ...Bank of America’s core banking, investment solutions and client-care approach...SuggestedHourly payImmediate startMonday to FridayDay shift$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...opportunity to succeed, build a career and... ...Join us!As a Financial Solutions Advisor Stage I (FSA I), your... ...and managing client relationships to considering a client... ...America’s core banking, investment solutions and approach...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...client interests. Travel within the assigned territory is required. The role requires Series 7 and 66, insurance licenses, and a strong ability to build relationships, present financial solutions, and achieve sales goals across your territory. #J-18808-Ljbffr Jobtailor
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