Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Job summary

Bank of America is looking for a professional to provide financial advisory services in Los Angeles, California. The role involves creating financial plans, recommending investment strategies, and nurturing client relationships. Candidates must hold Series 7 and 66 licenses and demonstrate strong communication skills and at least one year in the investment field.

This position offers a salary of $70,000 to $80,000 based on experience. Benefits include comprehensive healthcare and paid time off. Open availability from Monday to Friday with some Saturdays is required.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• At least one year experience working in the financial service or sales environment.
• Ability to set and accomplish goals consistently.
• Ability to build and nurture strong relationships.
• Effective client communication and engagement skills.
• Time management and ability to prioritize effectively.
• Adaptable to new information and comprehensive problem-solving.

Responsibilities

• Work with clients to develop financial plans with brokerage products.
• Recommend banking and investment strategies to meet client needs.
• Triages client requests and refers to appropriate internal services.
• Mitigate and control risks in daily activities.
• Engage potential new clients through referrals and client interactions.
• Provide coaching to referral partners based on knowledge of client needs.

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

Job description

Bank of America is looking for a professional to provide financial advisory services in Los Angeles, California. The role involves creating financial plans, recommending investment strategies, and nurturing client relationships. Candidates must hold Series 7 and 66 licenses and demonstrate strong communication skills and at least one year in the investment field.

This position offers a salary of $70,000 to $80,000 based on experience. Benefits include comprehensive healthcare and paid time off. Open availability from Monday to Friday with some Saturdays is required.