
Financial Solutions Advisor
As a Financial Solutions Advisor at Bank of America, you will be in the unique position of providing guidance to clients on their financial decisions and helping them to reach their goals. We are looking for an individual who is passionate about financial planning and has the right qualifications to provide excellent customer service to our clients. You should be a self-starter, have excellent problem-solving skills, and be comfortable working with computers and financial software. You should also be able to think on your feet and have the ability to understand complex financial information. Our ideal candidate should have a Bachelor’s degree in finance or a related field, at least three years of experience in a financial institution, and a FINRA Series 6 or 7 and 63 license. If you have a passion for finance, the ability to think outside the box, and a commitment to helping our clients reach their financial goals, we would love to hear from you.
Knowledge Of Banking Products And Services
Excellent Communication Skills
Strong Customer Service Skills
Financial Services Experience
Proficiency In Microsoft Office Applications
Understanding Of Financial Regulations And Compliance
Bs Degree In Finance Or Related Field
Ability To Analyze Financial Data And Make Decisions
Budgeting
Accounting
Banking
Research
Planning
Communication
Sales
Negotiation
Compliance
Analysis
Problem-Solving
Investing
Advisory
Risk
Credit
Communication
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
flexibility
Critical thinking
Teamwork
Problem-Solving
According to JobzMall, the average salary range for a Financial Solutions Advisor in Santa Barbara, CA, USA is between $44,000 and $62,000 per year.
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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