Client-Focused Financial Solutions Advisor

Bank of America; Carmel-by-the-Sea (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

Bank of America is seeking a professional in Carmel-by-the-Sea to provide tailored financial advice to clients. The candidate will be responsible for triaging client leads, recommending financial products, and building financial plans.

Qualified candidates should have licenses (Series 7 & 66), experience in the investments sector, and proficiency in managing client relationships. The position requires availability Monday to Friday with possible Saturdays and offers an annual salary of $70,000 – $80,000 based on experience.

Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Experience working in the financial service industry or a sales environment.

Responsibilities

• Work with clients to plan financial goals with brokerage products.
• Recommend banking and investment strategies for clients.
• Triage client requests and make appropriate referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a professional in Carmel-by-the-Sea to provide tailored financial advice to clients. The candidate will be responsible for triaging client leads, recommending financial products, and building financial plans.

Qualified candidates should have licenses (Series 7 & 66), experience in the investments sector, and proficiency in managing client relationships. The position requires availability Monday to Friday with possible Saturdays and offers an annual salary of $70,000 – $80,000 based on experience.