Client-Focused Financial Solutions Advisor

Bank of America; Oxnard (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 Financial Advisor to provide tailored financial solutions to clients. This role involves building financial plans, making investment recommendations, and engaging with potential clients. Ideal candidates should have a passion for finance, strong communication skills, and the ability to navigate a fast-paced environment.

The position offers an annual salary between $70,000 - $80,000, depending on experience, alongside industry-leading benefits and incentive plans.

Qualifications

• Holds Series 7 & 66 licenses, or must pass within 60 days.
• At least one year of experience in the investments industry.
• Experience in financial services or sales environment.

Responsibilities

• Work with clients to create financial plans using brokerage products.
• Recommend strategies that align with client financial goals.
• Engage new clients through referrals and existing clientele.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role involves building financial plans, making investment recommendations, and engaging with potential clients. Ideal candidates should have a passion for finance, strong communication skills, and the ability to navigate a fast-paced environment.

The position offers an annual salary between $70,000 - $80,000, depending on experience, alongside industry-leading benefits and incentive plans.