Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Montebello seeks a qualified financial advisor to help clients achieve financial goals through customized solutions. Responsibilities include assessing client needs, recommending products, and fostering strong client relationships.

The ideal candidate will have at least one year of relevant experience and hold necessary licenses such as Series 7 & 66. This position offers a competitive salary between $70,000 and $80,000 annually, based on experience.

Qualifications

• Must hold Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• At least one year in financial services or sales environment.
• Strong relationship-building skills.
• Ability to manage time and prioritize tasks effectively.

Responsibilities

• Work with clients to develop financial goals and plans.
• Recommend banking and investment strategies.
• Triaging client requests to appropriate service providers.
• Identify new clients through referrals and engagement.
• Provide coaching to referral partners based on 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 or equivalent

Job description

Bank of America in Montebello seeks a qualified financial advisor to help clients achieve financial goals through customized solutions. Responsibilities include assessing client needs, recommending products, and fostering strong client relationships.

The ideal candidate will have at least one year of relevant experience and hold necessary licenses such as Series 7 & 66. This position offers a competitive salary between $70,000 and $80,000 annually, based on experience.