Bank of America

Financial Solutions Advisor

Bank of America
San Diego, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

The Financial Solutions Advisor role at Bank of America is an exciting opportunity for an individual with a passion for financial services. Our Financial Solutions Advisors (FSAs) provide unparalleled customer service experience to our clients. FSAs are responsible for assessing our clients’ financial needs and helping them develop an appropriate plan to meet their goals.We are looking for an individual who is equally passionate about financial services and customer service. The ideal candidate should have a strong background in financial services, demonstrated experience in providing excellent customer service, and be highly organized and detail-oriented. In addition, they should have excellent communication and interpersonal skills, a positive attitude, and the ability to work in a fast-paced environment. If you possess these qualities and believe you have what it takes to be a successful Financial Solutions Advisor, we welcome you to apply!

Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications

  • Excellent Customer Service Skills

  • Ability To Work In A Fast-Paced Environment

  • Bachelor's Degree In Finance Or Related Field

  • Proven Sales And Negotiation Skills

  • Ability To Identify Customer Needs

  • Strong Financial And Product Knowledge

  • Knowledge Of Bank Of America Policies And Procedures

  • Proficiency With Computer Systems

Required Skills

  • Budgeting

  • Accounting

  • Banking

  • Financial Planning

  • Sales

  • Business Development

  • Problem Solving

  • customer service

  • Reporting

  • Credit Analysis

  • Compliance

  • Risk Analysis

  • Investing

  • Negotiating

  • Tax Planning

Soft Skills

  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • flexibility

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor in San Diego, CA, USA is $62,500 - $70,000. This range is based on salaries reported by actual Financial Solutions Advisors in San Diego.

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 9th, 2026
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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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