Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Incentive plan based on performance

Job summary

Bank of America in Long Beach, California, is looking for a Financial Advisor to provide clients with comprehensive financial solutions and advice. The ideal candidate will be responsible for leading client engagements, triaging leads, and developing tailored financial plans that align with client objectives.

Applicants must hold relevant industry licenses and have proven experience in the financial service sector. The position requires exceptional communication skills and the ability to manage multiple client relationships effectively.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• Strong relationship-building and communication skills.

Responsibilities

• Work with clients to create comprehensive financial plans.
• Recommend banking and investment strategies based on client goals.
• Manage risk as part of daily activities.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Education

High School Diploma / GED / Secondary School

Job description

Bank of America in Long Beach, California, is looking for a Financial Advisor to provide clients with comprehensive financial solutions and advice. The ideal candidate will be responsible for leading client engagements, triaging leads, and developing tailored financial plans that align with client objectives.

Applicants must hold relevant industry licenses and have proven experience in the financial service sector. The position requires exceptional communication skills and the ability to manage multiple client relationships effectively.