Financial Solutions Advisor: Client-Focused Investing

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

Benefits offered by this job

Competitive benefits

Job summary

Bank of America seeks a licensed financial professional to advise clients, build financial plans, and refer opportunities to partners. You will manage goals, nurture client relationships, and coordinate with internal teams to deliver brokerage and banking solutions, while adhering to regulatory requirements.

The role requires active licenses, a track record in investments or financial services, and a client-focused approach in a dynamic, in-office environment with competitive benefits.

Qualifications

• Requires Series 7 & 66 (63/65-66 alternative) licenses or eligibility.
• At least 1 year in investments and 1 year in financial services or sales.
• Proven ability to build relationships, communicate confidently, and meet goals.

Responsibilities

• Plan clients' short and long-term goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate risk and engage new clients through referrals or existing centers.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma

Job description

Bank of America seeks a licensed financial professional to advise clients, build financial plans, and refer opportunities to partners. You will manage goals, nurture client relationships, and coordinate with internal teams to deliver brokerage and banking solutions, while adhering to regulatory requirements.

The role requires active licenses, a track record in investments or financial services, and a client-focused approach in a dynamic, in-office environment with competitive benefits.