Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Performance-based incentives

Job summary

Bank of America in Manhattan Beach is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The position involves assessing client needs to build financial plans, recommending products, and liaising with business partners.

Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the financial services industry. A salary range of $70,000 to $80,000 is offered, along with a performance-based incentive plan.

Qualifications

• Currently holds Series 7 & 66 (or equivalents) licenses.
• Experience in the investments industry.
• Experience in financial service and/or sales environment.
• Goal-oriented and relationship-building skills.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends strategies aligning with client needs.
• Triages client requests and makes referrals.
• Identifies 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 in Manhattan Beach is seeking a financial advisor responsible for providing tailored advice and solutions to clients. The position involves assessing client needs to build financial plans, recommending products, and liaising with business partners.

Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the financial services industry. A salary range of $70,000 to $80,000 is offered, along with a performance-based incentive plan.