Financial Solutions Advisor - Southern San Diego Area
$70,000–$80,000 year
On-siteLemon Grove, California, United States
Job Summary
Build financial plans and recommend brokerage products including stocks, bonds, mutual funds, and annuities to help clients achieve their goals. Triage client leads, make referrals to business partners based on asset thresholds, and provide coaching to partners. Mitigate risk while incorporating regulatory due diligence into daily activities and long-term strategies. Apply and expand knowledge by completing required licenses and trainings, including Series 7 & 66. Engage potential new clients through referrals or financial center clientele. This role supports Bank of America's Responsible Growth by delivering customized financial solutions across the Southern San Diego area.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Has at least one year 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
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages your time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
- Must obtain and/or maintain SAFE Act registration
- Must submit to the required SAFE Act background check and registration process
Desired Qualifications
- Strong computer skills with an 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 your insurance licenses
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