Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Access to resources and support

Job summary

Bank of America is seeking a skilled financial advisor in Monterey, California. This role focuses on providing tailored financial solutions for clients and demands strong relationship-building and advisory skills. The ideal candidate will possess relevant licenses and a deep understanding of investment products.

Responsibilities include client management and strategic recommendations on banking and investments. A background in the financial sector with proven sales experience is essential.

Qualifications

• Holds Series 7 & 66 (or Series 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• At least one year in financial service/sales where goals were met.

Responsibilities

• Work with clients to plan short- and long-term financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make 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 is seeking a skilled financial advisor in Monterey, California. This role focuses on providing tailored financial solutions for clients and demands strong relationship-building and advisory skills. The ideal candidate will possess relevant licenses and a deep understanding of investment products.

Responsibilities include client management and strategic recommendations on banking and investments. A background in the financial sector with proven sales experience is essential.