Financial Solutions Advisor | Build Plans & Grow Wealth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources to support employee wellness

Job summary

Bank of America is seeking a financial advisor to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending strategies, and engaging with clients effectively.

Candidates should hold necessary licenses, have financial experience, and possess strong communication skills. The position offers competitive compensation with potential incentives and industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66).
• At least one year of experience in the investments industry.
• At least one year of experience in a financial services or sales environment.

Responsibilities

• Works with clients to plan short and long‑term financial goals.
• Recommends banking and investment strategies.
• Triage client requests and make referrals to appropriate internal 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 to provide comprehensive financial advice and customized solutions to clients. This role includes planning financial goals, recommending strategies, and engaging with clients effectively.

Candidates should hold necessary licenses, have financial experience, and possess strong communication skills. The position offers competitive compensation with potential incentives and industry-leading benefits.