Bank of America

Financial Solutions Advisor

Bank of America

Santa Barbara, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at Santa Barbara, CA, USA
Job Qualifications
  • 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

Required Skills
  • Budgeting

  • Accounting

  • Banking

  • Research

  • Planning

  • Communication

  • Sales

  • Negotiation

  • Compliance

  • Analysis

  • Problem-Solving

  • Investing

  • Advisory

  • Risk

  • Credit

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • flexibility

  • Critical thinking

  • Teamwork

  • Problem-Solving

Compensation

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.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeJune 21st, 2025
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About Bank of America

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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