Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Eligible for incentive plan

Support for employees' growth

Job summary

Bank of America is seeking a financial adviser in West Hollywood to provide financial advice and customized solutions to clients. The role involves triaging client leads, building financial plans, and recommending suitable products to clients.

The ideal candidate will have Series 7 & 66 licenses and experience in the investments industry. They must be skilled in managing risk and developing strong client relationships.

The position offers a competitive salary range of $70,000 - $80,000 annually, along with comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or will acquire the missing series within 60 days.
• At least one year of experience in the investments industry.
• At least one year of experience in financial services or sales environments.
• Ability to build strong relationships and communicate effectively.
• Efficiently manage time and adapt to complexity.
• Thorough in regulatory due diligence processes.

Responsibilities

• Help clients plan their short and long-term financial goals.
• Recommend banking and investment strategies based on client needs.
• Triage client requests for internal service referrals.
• Mitigate and control risk in daily activities.
• Engage new clients through referrals.
• Provide coaching and feedback to partners.

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 adviser in West Hollywood to provide financial advice and customized solutions to clients. The role involves triaging client leads, building financial plans, and recommending suitable products to clients.

The ideal candidate will have Series 7 & 66 licenses and experience in the investments industry. They must be skilled in managing risk and developing strong client relationships.

The position offers a competitive salary range of $70,000 - $80,000 annually, along with comprehensive benefits.