Client-Focused Financial Solutions Advisor

Bank of America; California; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America in CA seeks an advisor who provides comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products.

Licensing and trainings must be completed, with SAFE Act registration for mortgage originations. Responsibilities include planning with clients, suggesting banking and investment strategies, and partnering with internal teams to serve client needs while managing

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66 acceptable)
• Minimum 1 year experience in investments or financial services
• Sales experience in a target-driven environment preferred
• Ability to set and meet goals and build client relationships
• Strong regulatory due diligence and risk awareness in daily activities

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products
• Recommend banking and investments strategies aligned to client goals
• Triages client requests and referrals to internal service providers
• Identify and engage potential new clients through referrals or center of influence
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Pipeline Management

Risk Management

Written Communications

Education

High School Diploma

Job description

Bank of America in CA seeks an advisor who provides comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products.

Licensing and trainings must be completed, with SAFE Act registration for mortgage originations. Responsibilities include planning with clients, suggesting banking and investment strategies, and partnering with internal teams to serve client needs while managing