Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan based on performance

Job summary

Bank of America is seeking a dedicated financial advisor to provide comprehensive advice and customized solutions to clients in Inglewood, California. This role focuses on helping clients achieve their financial goals through strategic planning and investment recommendations.

The ideal candidate will have experience in the investments and financial service industry, possessing the necessary licenses and a demonstrated ability to build strong client relationships. A competitive salary range of $70,000 to $80,000 annually is offered, along with industry-leading benefits.

Qualifications

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

Responsibilities

• Works with clients to build financial plans using various brokerage products.
• Recommends banking and investment strategies based on client needs.
• Identifies and engages potential new clients.

Skills

Account Management

Advisory

Client Management

Risk Management

Active Listening

Oral Communications

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated financial advisor to provide comprehensive advice and customized solutions to clients in Inglewood, California. This role focuses on helping clients achieve their financial goals through strategic planning and investment recommendations.

The ideal candidate will have experience in the investments and financial service industry, possessing the necessary licenses and a demonstrated ability to build strong client relationships. A competitive salary range of $70,000 to $80,000 annually is offered, along with industry-leading benefits.