Client-Focused Financial Solutions Advisor

Bank of America; Goleta (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 skilled financial advisor in Goleta, California. This role is focused on providing tailored financial advice and solutions to clients, helping them reach their financial goals.

Responsibilities include working with clients to develop financial plans, recommending investment strategies, and engaging potential clients. Qualified candidates should have Series 7 & 66 licenses and experience in the financial services industry.

The position offers an annual salary of $70,000.00 - $80,000.00 with eligibility for an incentive plan and comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Ability to set and accomplish goals effectively.

Responsibilities

• Work with clients to plan their financial goals and recommend products.
• Recommend banking and investment strategies aligning with client goals.
• Identify and engage potential new clients through referrals.

Skills

Account Management

Customer and Client Focus

Active Listening

Risk Management

Attention to Detail

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a skilled financial advisor in Goleta, California. This role is focused on providing tailored financial advice and solutions to clients, helping them reach their financial goals.

Responsibilities include working with clients to develop financial plans, recommending investment strategies, and engaging potential clients. Qualified candidates should have Series 7 & 66 licenses and experience in the financial services industry.

The position offers an annual salary of $70,000.00 - $80,000.00 with eligibility for an incentive plan and comprehensive benefits.