Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan based on performance

Job summary

Bank of America is seeking a qualified financial services professional to provide comprehensive advice and solutions to clients in Ojai, California. In this role, you’ll help clients achieve their financial goals via strategic banking and investment recommendations.

Successful candidates should possess Series 7 & 66 licenses, with experience in the financial services industry. The company offers competitive salary ranging from $70,000 to $80,000 annually, along with a comprehensive benefits package.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial services industry.
• Ability to build and nurture strong relationships.
• Effective collaboration with others.

Responsibilities

• Work with clients to plan their short and long‑term financial goals.
• Recommend banking and investment strategies.
• Triage client requests.
• Identify 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 / Secondary School or equivalent

Job description

Bank of America is seeking a qualified financial services professional to provide comprehensive advice and solutions to clients in Ojai, California. In this role, you’ll help clients achieve their financial goals via strategic banking and investment recommendations.

Successful candidates should possess Series 7 & 66 licenses, with experience in the financial services industry. The company offers competitive salary ranging from $70,000 to $80,000 annually, along with a comprehensive benefits package.