Financial Solutions Advisor

2 days ago

Campbell, California, United States Bank of America Full time
Job Title: Financial Solutions Advisor

At Bank of America, we are seeking a highly skilled Financial Solutions Advisor to join our team. As a key member of our Consumer Investments team, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Key Responsibilities:
  • 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
  • Work with clients to plan their short and long-term financial goals by building a financial plan with brokerage products
Requirements:
  • Currently holds Series 7 & 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
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
Skills:
  • Account Management
  • Advisory
  • Client Experience
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

  • Financial Services Coordinator

    7 days ago

    Campbell, California, United States ClearBridge Financial Full time

    {"title": "Financial Services Coordinator", "content": "ClearBridge Financial: A Leader in Financial ServicesClearBridge Financial is a reputable firm in the financial services industry, dedicated to providing comprehensive financial solutions to our clients. We are seeking a highly skilled and motivated Financial Services Coordinator to join our team.Key...

  • Client Relationship Specialist

    1 day ago

    Campbell, California, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.Job...

  • Client Relationship Specialist

    2 weeks ago

    Campbell, California, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.Job...

  • Associate Wealth Advisor

    1 day ago

    Campbell, California, United States Beacon Pointe Advisors Full time

    About the RoleWe are seeking a highly skilled Associate Wealth Advisor to join our team at Beacon Pointe Advisors. As a key member of our Campbell, CA office, you will be responsible for providing exceptional client service, investment management, and administrative support to our high-net-worth clients.Key ResponsibilitiesProvide best-in-class service...

  • Financial Services Advisor

    2 days ago

    Campbell, California, United States Fidelity Investments Full time

    Financial Representative RoleAt Fidelity Investments, we strive to create rewarding interactions with our clients. As a subject matter specialist in compliance and front lobby transactions, you will partner with our team to drive branch success by identifying opportunities to enhance client relationships and contribute to our mission.Key...

  • Financial Representative

    1 month ago

    Campbell, California, United States Fidelity TalentSource LLC Full time

    Job Summary: We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in building strong relationships with our clients and helping them achieve their financial goals. About the Role: This is an exciting opportunity to work in a dynamic and fast-paced...

  • Strategic Solution Architect

    3 weeks ago

    Campbell, California, United States Mirantis Full time

    Job Title: Strategic Solution ArchitectMirantis is seeking a highly skilled Strategic Solution Architect to join our team. As a key member of our Services organization, you will play a critical role in defining and delivering strategic solutions that drive business value for our clients.About the RoleAs a Strategic Solution Architect, you will work closely...

  • Senior Sales Solutions Architect

    3 weeks ago

    Campbell, California, United States Join Digital Full time

    Job OpportunityWe are seeking a highly skilled Sales Solutions Architect to join our team at Join Digital. As a key member of our sales team, you will be responsible for interpreting customer requirements and delivering solutions that meet their needs.Key Responsibilities:Pre-sales activities, including qualifying customers, site surveys, and creating...

  • Relationship Banker

    1 month ago

    Campbell, California, United States Bank of America Full time

    Job SummaryWe are seeking a highly motivated and experienced Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesEngage with clients to understand their...

  • Enterprise Sales Account Executive

    3 weeks ago

    Campbell, California, United States Join Digital Full time

    Join Digital: Enterprise Sales Account ExecutiveJoin Digital is a leading provider of enterprise networking solutions, leveraging AI to optimize connectivity for people, devices, and systems. We're seeking an experienced Enterprise Sales Account Executive to join our team and drive business growth in the North American market.Key Responsibilities:Prospect...

  • Relationship Manager

    2 weeks ago

    Campbell, California, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a skilled Relationship Manager to facilitate relationships with our most valuable clients. As a key member of our team, you will inspire client dedication and engagement, developing long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find...

  • Relationship Manager

    3 weeks ago

    Campbell, California, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a skilled Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.The Expertise We re Looking For:FINRA Series 7 & 63 licensed; Series 65 or 66 licensed...

  • Regional Loan Officer

    2 days ago

    Campbell, California, United States Lima One Capital LLC Full time

    Job Summary:As a Regional Loan Officer at Lima One Capital LLC, you will play a key role in growing business partner relationships, tapping into your network, and sourcing and developing relationships with successful real estate investors. You will be responsible for educating the market on the Lima One product set and company advantages, negotiating and...

  • Corporate Finance Director

    3 weeks ago

    Campbell, California, United States Celona, Inc. Full time

    Corporate Controller Job DescriptionCelona, Inc. is seeking a highly experienced Corporate Controller to lead our finance operations. As a key member of our leadership team, you will be responsible for ensuring the accuracy and timeliness of financial reporting, driving financial KPIs, and overseeing the company's financial systems.Key...

  • Accounting Manager Consultant

    3 weeks ago

    Campbell, California, United States Abbott, Stringham & Lynch Full time

    Job OpportunityAbbott, Stringham & Lynch is seeking a highly skilled Accounting Manager Consultant to join our team. As a member of our Accounting Solutions for Business Group, you will be responsible for providing expert accounting services to our clients, ensuring their financial records are accurate and up-to-date.Key ResponsibilitiesSupervise and track...

  • Accounting Manager Consultant

    2 days ago

    Campbell, California, United States Abbott, Stringham & Lynch Full time

    Job Title: Accounting Manager ConsultantAt Abbott, Stringham & Lynch, we are seeking a highly skilled Accounting Manager Consultant to join our team. As a key member of our Accounting Solutions for Business Group, you will be responsible for providing expert accounting services to our clients, ensuring their financial records are accurate and up-to-date.Key...

  • Senior Account Executive

    1 day ago

    Campbell, California, United States Join Digital Full time

    Job Title: Major Account Manager - Commercial Real EstateJoin Digital is seeking a seasoned sales professional to join our team as a Major Account Manager - Commercial Real Estate. In this role, you will be responsible for growing revenue in our existing accounts, developing new enterprise clients with CRE partners, and managing the entire sales cycle.Key...

  • Sales Executive

    3 weeks ago

    Campbell, California, United States Join Digital Full time

    Job OpportunityWe are seeking a highly skilled and motivated Enterprise Sales Account Executive to join our team at Join Digital. As a key member of our sales team, you will be responsible for driving revenue growth and expanding our presence in the Enterprise networking market.Key Responsibilities:Prospect for new business opportunities and develop...

  • General Manager

    3 weeks ago

    Campbell, California, United States CBRE Full time

    About the RoleWe are seeking a highly skilled General Manager to join our Property Management team in San Jose, CA. As a key member of our team, you will be responsible for overseeing the operational and financial activities of large retail properties in the area.Key ResponsibilitiesProvide formal supervision to employees and monitor their training and...

  • Director of Product Marketing

    2 days ago

    Campbell, California, United States Join Digital Full time

    Join Digital: Director of Product MarketingJoin Digital is a pioneering company revolutionizing Enterprise networking using AI to optimize connectivity for people, devices, and systems. We're harnessing our leadership in data platforms, networking, and big data to redefine high-performance, high-reliability networks essential in today's interconnected world....