Bank of America
Financial Solutions Advisor- Peninsula Area
Bank of America, San Francisco, California, United States, 94199
Job Description
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC, Safe Act, Loan Originators, FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. We are committed to an inclusive workplace, supporting well‑being, recognizing performance, and impacting the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a flexible balance based on role. You can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. Responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and maintain good standing. Failure to receive or maintain registration may result in disciplinary action up to and including termination.
Responsibilities
Works with clients to plan short and long‑term financial goals with brokerage products, including stocks, bonds, mutual funds, annuities, banking and money‑managed solutions.
Recommends banking and investment strategies aligned with client financial goals and needs.
Triages client requests and makes referrals to suitable internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66). Offers can be extended if a 63 or 65 license is missing and a passing score is received within 60 days.
At least one year of experience in the investments industry with in‑depth knowledge of investment products and services.
At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
Enjoys learning, adapts to new information, and seeks right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Strong computer skills and the ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Schedule Monday‑Friday open availability required plus some Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40 hours
Location Belmont, Burlingame, Daly City, Foster City, Millbrae, San Bruno, San Francisco, San Mateo, South San Francisco.
Pay Transparency details Pay range: $70,000.00 - $80,000.00 annualized salary, determined based on experience, education and skill set.
Incentives Formulaic incentive eligible. Eligible to participate in a formulaic incentive plan with monthly, quarterly and/or annual opportunities. Incentives earned based on performance against defined metrics.
Benefits Employees are eligible for industry‑leading benefits, including paid time off, resources, and support to make a genuine impact and contribute to sustainable growth.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. We are committed to an inclusive workplace, supporting well‑being, recognizing performance, and impacting the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a flexible balance based on role. You can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. Responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and maintain good standing. Failure to receive or maintain registration may result in disciplinary action up to and including termination.
Responsibilities
Works with clients to plan short and long‑term financial goals with brokerage products, including stocks, bonds, mutual funds, annuities, banking and money‑managed solutions.
Recommends banking and investment strategies aligned with client financial goals and needs.
Triages client requests and makes referrals to suitable internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66). Offers can be extended if a 63 or 65 license is missing and a passing score is received within 60 days.
At least one year of experience in the investments industry with in‑depth knowledge of investment products and services.
At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
Enjoys learning, adapts to new information, and seeks right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Strong computer skills and the ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained insurance licenses.
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Schedule Monday‑Friday open availability required plus some Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40 hours
Location Belmont, Burlingame, Daly City, Foster City, Millbrae, San Bruno, San Francisco, San Mateo, South San Francisco.
Pay Transparency details Pay range: $70,000.00 - $80,000.00 annualized salary, determined based on experience, education and skill set.
Incentives Formulaic incentive eligible. Eligible to participate in a formulaic incentive plan with monthly, quarterly and/or annual opportunities. Incentives earned based on performance against defined metrics.
Benefits Employees are eligible for industry‑leading benefits, including paid time off, resources, and support to make a genuine impact and contribute to sustainable growth.
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