Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Eligible for benefits

Paid time off

Resources to support employees

Job summary

Bank of America is seeking a qualified financial advisor to provide tailored advice to clients. The ideal candidate will assist clients in achieving financial goals, recommend appropriate banking and investment strategies, and maintain compliance with financial regulations.

The role requires strong communication skills and the ability to build lasting relationships with clients while multitasking in a dynamic environment. A competitive annual salary ranges from $70,000 to $80,000 based on experience and skill set.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• At least one year experience in financial services and/or sales.

Responsibilities

• Works with clients to develop financial goals and plans.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a qualified financial advisor to provide tailored advice to clients. The ideal candidate will assist clients in achieving financial goals, recommend appropriate banking and investment strategies, and maintain compliance with financial regulations.

The role requires strong communication skills and the ability to build lasting relationships with clients while multitasking in a dynamic environment. A competitive annual salary ranges from $70,000 to $80,000 based on experience and skill set.