Client-Focused Financial Solutions Advisor

Bank of America; Thousand Oaks (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 in Thousand Oaks to provide comprehensive financial advice and customized solutions to clients. Responsibilities include reviewing financial goals, making investment recommendations, and triaging client requests for services.

The ideal candidate should hold necessary licenses and have at least one year of experience in the financial services industry. This role is full-time with a competitive salary and benefits.

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 working in the financial services industry.

Responsibilities

• Work with clients to plan their financial goals by building financial plans with brokerage products.
• Recommend banking and investment strategies that align with client financial goals.
• Triage client requests and make referrals to appropriate internal service providers.

Skills

Account Management

Client Experience Branding

Attention to Detail

Customer and Client Focus

Active Listening

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a financial advisor in Thousand Oaks to provide comprehensive financial advice and customized solutions to clients. Responsibilities include reviewing financial goals, making investment recommendations, and triaging client requests for services.

The ideal candidate should hold necessary licenses and have at least one year of experience in the financial services industry. This role is full-time with a competitive salary and benefits.