Bank of America

Team Financial Advisor

Bank of America

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

We at Bank of America are looking for an experienced, results-oriented Team Financial Advisor to join our team. We’re looking for someone with a passion for helping people reach their financial goals, and a strong understanding of financial planning. The successful candidate should have an impressive track record of providing exceptional advice and service to customers.The Team Financial Advisor will be responsible for helping customers develop, implement and monitor their financial plans, as well as providing a wide range of investment, insurance, and banking solutions. This role requires excellent interpersonal and communication skills, as well as the ability to work in a fast-paced and highly collaborative environment.The ideal candidate should have: • A Bachelor's degree in finance, accounting, economics, or a related field• A minimum of 5 years of experience in finance, banking, or financial planning • An in-depth knowledge of financial products, services and regulations• Excellent customer service skills, including the ability to build relationships with customers• A strong analytical and problem-solving ability• The ability to effectively lead and manage a teamIf you have the qualifications, experience and drive necessary to succeed in this position, we want to hear from you!

Where is this job?
This job is located at San Diego, CA, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Accounting

  • Excellent Communication And Interpersonal Skills

  • Knowledge Of Financial Products

  • Ability To Work Independently And In A Team Environment

  • Economics Or Related Field

  • Services And Regulations

  • Cfp Or Cfa Certification

  • Previous Experience In Financial Services

  • Strong Financial And Quantitative Analysis Skills

  • Self-Motivated And Goal-Oriented

Required Skills
  • Risk Management

  • Financial Analysis

  • Strategic Planning

  • Data Analysis

  • Relationship Management

  • Credit risk

  • Portfolio Management

  • Regulatory compliance

  • wealth management

  • Client Services

  • Financial Modelling

  • Cash flow management

  • Tax Planning

  • Investment Strategies

  • Banking Solutions

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Team Financial Advisor in San Diego, CA, USA is between $50,000 and $127,000. This range may vary depending on the individual's experience, qualifications, and other factors.

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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