Current jobs related to Financial Solutions Expert - Palo Alto, California - Bank of America

  • Financial Services Professional

    2 weeks ago

    Palo Alto, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorLPL Financial partners with banks to offer a comprehensive suite of financial services to bank clients. This employment opportunity at BMO Bank N.A. in Palo Alto, CA would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...

  • Financial Services Professional

    2 weeks ago

    Palo Alto, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial, we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with BMO Bank N.A. offers a unique opportunity to join a team dedicated to providing exceptional financial services to clients in every stage of their financial life.Key Benefits:Service an existing book...

  • Financial Services Professional

    4 days ago

    Palo Alto, California, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential in Financial ServicesLPL Financial partners with banks to offer a comprehensive menu of financial services to bank clients. This employment opportunity at BMO Bank N.A. in Palo Alto, CA would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial...

  • Oracle EBS Expert

    1 week ago

    Palo Alto, California, United States Futran Tech Solutions Pvt. Ltd. Full time

    Job Title: Oracle EBS ExpertJob Summary:Futran Tech Solutions Pvt. Ltd. is seeking an experienced Oracle EBS Expert to join our team. The ideal candidate will have a strong background in Contract Management and a proven track record of implementing Oracle EBS solutions.Key Responsibilities: Design, develop, and implement Oracle EBS solutions for Contract...

  • Financial Services Expert

    2 weeks ago

    Palo Alto, California, United States Jaglogic Full time

    Unlock Your Financial PotentialSynergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently seeking serious, ambitious, and hardworking individuals in the United States to join our team.Opportunity OverviewThis contract-based position provides an incredible opportunity to change...

  • Surgical Technologist

    4 days ago

    Palo Alto, California, United States Medical Solutions Full time

    Job Title: Surgical TechnologistJob Summary:Medical Solutions is seeking a skilled Surgical Technologist to join our team. As a Surgical Technologist, you will play a vital role in ensuring the smooth operation of surgical procedures. Your expertise and attention to detail will be essential in maintaining a safe and efficient environment for patients and...

  • Customer Solutions Expert

    3 weeks ago

    Palo Alto, California, United States TM Management Group Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Solutions Specialist. As a key member of our organization, you will play a vital role in delivering exceptional customer experiences and driving business growth.Key ResponsibilitiesIdentify and pursue new sales leads through targeted marketing...

  • Enterprise Select Account Executive, Financial Services

    2 days ago

    Palo Alto, California, United States TBWA\Chiat\Day Full time

    At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally.We champion an inclusive and diverse culture representative of the communities in which we live and serve. Each day, thousands of employees, customers, and partners all over the world trust Talkdesk to deliver a...

  • Product Marketing Principal, Industry Solutions

    4 weeks ago

    Palo Alto, California, United States Rubrik Full time

    About the RoleRubrik is a global leader in providing backup, cyber recovery, and cyber resilience solutions to enterprises worldwide. Our solutions empower businesses across all industries to safeguard their data and ensure business continuity in the face of evolving and incessant cyber threats.We are seeking a visionary Product Marketing leader to drive and...

  • Solutions Architect

    2 weeks ago

    Palo Alto, California, United States Endor Labs Full time

    About UsAt Endor Labs, we're pushing the boundaries of application security. Our innovative approach has earned us recognition as a Gartner Cool Vendor in Platform Engineering, an RSA Innovation Sandbox finalist, and a Black Hat Innovation Spotlight finalist.We're a powerhouse of innovation, founded by industry visionaries Varun Badhwar and Dimitri...

  • Senior Solutions Architect

    3 days ago

    Palo Alto, California, United States Obsidian Security Full time

    About the RoleWe are seeking a highly skilled Senior Sales Engineer to join our team at Obsidian Security. As a key member of our customer-facing team, you will be responsible for driving and managing the technical evaluation stage of the sales process. You will work closely with our sales team to technically advise on the sales of our SaaS security...

  • Financial Consultant

    4 weeks ago

    Palo Alto, California, United States Fidelity TalentSource LLC Full time

    Job Summary: We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives. About the Role: This is a unique opportunity to work with a stable industry...

  • Quantum Solutions Computational Chemist

    1 month ago

    Palo Alto, California, United States PsiQuantum Full time

    Unlock the Power of Quantum ComputingWe are seeking a highly skilled Quantum Solutions Computational Chemist to join our team at PsiQuantum. As a key member of our Quantum Solutions team, you will play a crucial role in bridging the gap between fault-tolerant quantum computing and established computational physics and chemistry tools.About the RoleAs a...

  • Product Specialist

    7 days ago

    Palo Alto, California, United States Org_Subtype_BU034_Global_Sales_and_Customer_Operations Full time

    As a Product Specialist on our Unstructured Data Solutions Product and Solutions Sales Specialist Team in Northern California, you will play a critical role in identifying and solving customer business needs by providing subject matter expertise and creating solutions using Dell's products and services.Key responsibilities include:Understanding the channel...

  • Solutions Architect

    2 weeks ago

    Palo Alto, California, United States Hirewell Full time

    Job Title: Solutions EngineerWe are seeking a skilled Solutions Engineer to join our team at Hirewell. As a key member of our sales team, you will be responsible for connecting our advanced AI products with the technical requirements of our clients, ensuring smooth deployment and integration.Key Responsibilities:Partner with the sales team to understand...

  • Azure Cloud Solutions Architect

    2 weeks ago

    Palo Alto, California, United States Saxon Global Full time

    Job Title: Azure Cloud Solutions ArchitectWe are seeking an experienced Azure Cloud Solutions Architect to join our team at Saxon Global. As a key member of our cloud infrastructure team, you will be responsible for designing and implementing scalable, secure, and efficient cloud solutions for our clients.Key Responsibilities:Design and implement cloud...

  • Technical Accounting and Financial Reporting Specialist

    2 weeks ago

    Palo Alto, California, United States DivIHN Integration Full time

    At DivIHN Integration, we are seeking a highly skilled Technical Accounting and Financial Reporting Accountant to join our team. As a key member of our team, you will be responsible for the end-to-end management of SEC filing through Workiva.Responsibilities:Manage the preparation and filing of SEC reporting, including Forms 10-Q, 10-K, and potentially the...

  • Partner Solutions Architect

    1 week ago

    Palo Alto, California, United States Glean Full time

    About GleanWe're on a mission to make knowledge work faster and more humane. Our platform is the connective tissue between AI and knowledge, bringing all of a company's knowledge together, understanding it at a deep level, and providing industry-leading search relevance over it.We're a diverse team of curious and creative people who want to help each other...

  • Financial Planning Associate

    4 weeks ago

    Palo Alto, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial Representative InternAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom. As a Financial Representative Intern, you'll play a vital role in building a financial planning practice that empowers individuals to live more and worry less. Our unique approach combines expertise, personalized...

  • Financial Planning Associate

    2 weeks ago

    Palo Alto, California, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial Representative InternAt Northwestern Mutual, we're committed to helping our clients achieve financial freedom. As a Financial Representative Intern, you'll play a vital role in building a financial planning practice, working with local and nationwide experts, and leveraging industry-leading products and services.Our...

Financial Solutions Expert

2 months ago

Palo Alto, California, United States Bank of America Full time
About the Role

This Financial Solutions Expert role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

  • Triage client leads and make referrals to business partners based on client needs and asset thresholds
  • Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products
  • Apply and expand knowledge by completing required licenses and trainings
Key Responsibilities
  • Work with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
  • Recommend banking and investments strategies that align with client financial goals and needs
  • Mitigate and control risk as part of daily activities
  • Identify and engage potential new clients through referrals or financial center clientele
Requirements
  • Currently hold Series 7 & 65 licenses (or equivalent)
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
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)
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
Work Environment

This role is based in a financial center and requires a 1st shift schedule with 40 hours per week.