Financial Solutions Advisor: Client Growth & Planning

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

Job summary

Bank of America in Arcadia, CA seeks a skilled financial professional to deliver tailored financial plans and brokerage recommendations. You will triage client needs, interact with internal partners, and guide clients toward suitable banking and investment solutions.

The role emphasizes regulatory due diligence, licensing requirements, and a strong focus on building lasting relationships while meeting performance goals in a fast-paced environment.

Qualifications

• Hold Series 7 & 66 licenses (63 & 65 in lieu of 66) and pass missing series within 60 days.
• At least 1 year of investments industry experience and product knowledge.
• At least 1 year in financial services or a sales role with measurable results.
• Proven ability to build relationships and collaborate across teams.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal service providers.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals or center of influence.
• Coach referral partners on needs and solutions.

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 in Arcadia, CA seeks a skilled financial professional to deliver tailored financial plans and brokerage recommendations. You will triage client needs, interact with internal partners, and guide clients toward suitable banking and investment solutions.

The role emphasizes regulatory due diligence, licensing requirements, and a strong focus on building lasting relationships while meeting performance goals in a fast-paced environment.