Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan based on performance

Job summary

Bank of America is looking for a dedicated financial advisor in Glendale, California. The role involves providing comprehensive financial advice tailored to client needs, managing relationships, and building financial plans with various investment products.

Successful candidates will hold relevant licenses and have experience in the financial services industry. Strong communication and relationship-building skills are essential for success in this role, and the company offers competitive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses, or must obtain within 60 days.
• At least one year of experience in the investments industry.
• At least one year of experience in financial services or sales.

Responsibilities

• Work with clients to plan short and long-term financial goals.
• Recommend banking and investment strategies.
• Triage client requests and refer to internal service providers.
• Engage potential new clients through 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 looking for a dedicated financial advisor in Glendale, California. The role involves providing comprehensive financial advice tailored to client needs, managing relationships, and building financial plans with various investment products.

Successful candidates will hold relevant licenses and have experience in the financial services industry. Strong communication and relationship-building skills are essential for success in this role, and the company offers competitive benefits.