Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan

Job summary

Bank of America is seeking a Financial Advisor in Moorpark, California, to provide tailored financial advice and solutions to clients. This role includes helping clients plan their financial goals, triaging requests, and collaborating with business partners.

Applicants should possess a high school diploma, relevant licenses, and experience in the financial services sector. A competitive salary range of $70,000 to $80,000 is offered, along with an incentive plan and benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or must obtain within 60 days.
• At least one year of experience in the investments industry.
• Experience in financial services or sales with met goals.

Responsibilities

• Work with clients to build financial plans and recommend products.
• Triage client requests and make referrals.
• Mitigate risk and engage potential new clients.

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

Job description

Bank of America is seeking a Financial Advisor in Moorpark, California, to provide tailored financial advice and solutions to clients. This role includes helping clients plan their financial goals, triaging requests, and collaborating with business partners.

Applicants should possess a high school diploma, relevant licenses, and experience in the financial services sector. A competitive salary range of $70,000 to $80,000 is offered, along with an incentive plan and benefits.