Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan based on performance

Job summary

Bank of America is seeking a financial advisor in Beverly Hills to provide comprehensive financial advice, helping clients achieve their financial goals. The role involves planning, recommending banking products, and client engagement.

Candidates should hold Series 7 & 66 licenses and have at least one year of experience in financial services. Competitive salary between $70,000 to $80,000 annually, along with industry-leading benefits and incentives.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• Effective collaboration and communication skills.

Responsibilities

• Work with clients to plan their short and long‑term financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make referrals as needed.

Skills

Account Management

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Written Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor in Beverly Hills to provide comprehensive financial advice, helping clients achieve their financial goals. The role involves planning, recommending banking products, and client engagement.

Candidates should hold Series 7 & 66 licenses and have at least one year of experience in financial services. Competitive salary between $70,000 to $80,000 annually, along with industry-leading benefits and incentives.