Client-Focused Financial Solutions Advisor

Bank of America; Arroyo Grande (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan participation

Job summary

Bank of America in Arroyo Grande is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. You will work closely with clients to develop financial plans and recommend appropriate banking and investment strategies.

Qualified candidates must hold Series 7 & 66 licenses and have experience in the investments or financial services industry. This role also requires strong communication skills and the ability to manage client relationships effectively.

Qualifications

• Currently holds Series 7 & 66 licenses or the appropriate alternative within 60 days.
• At least one year of experience in the investments industry.
• Ability to build and nurture strong relationships.

Responsibilities

• Work with clients to plan their financial goals and build a financial plan.
• Recommend banking and investment strategies aligning with client goals.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Client Solutions Advisory

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School

Job description

Bank of America in Arroyo Grande is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions. You will work closely with clients to develop financial plans and recommend appropriate banking and investment strategies.

Qualified candidates must hold Series 7 & 66 licenses and have experience in the investments or financial services industry. This role also requires strong communication skills and the ability to manage client relationships effectively.