Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a financial advisor located in Torrance, California. This position involves providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions and strategic investment recommendations.

The ideal candidate holds a Series 7 & 66 license and has at least one year of experience in the financial services industry. Responsibilities include client interactions, building financial plans, and working collaboratively with referral partners.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Strong computer skills and ability to multitask.

Responsibilities

• Works with clients to plan financial goals.
• Recommends banking and investment strategies.
• Triages client requests and refers to service providers.

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 financial advisor located in Torrance, California. This position involves providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions and strategic investment recommendations.

The ideal candidate holds a Series 7 & 66 license and has at least one year of experience in the financial services industry. Responsibilities include client interactions, building financial plans, and working collaboratively with referral partners.