Financial Solutions Advisor — Client Growth & Planning

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources and support for growth

Job summary

Bank of America in Lancaster, California is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role includes building financial plans and recommending brokerage products.

Ideal candidates will have at least one year in the investments or financial services industry. Strong relationship-building and communication skills are essential. The position offers a competitive salary between $70,000 and $80,000, with opportunities for performance-based incentives.

Qualifications

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

Responsibilities

• Work with clients to plan short‑ and long‑term financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make referrals to appropriate service providers.

Skills

Account Management

Customer and Client Focus

Attention to Detail

Oral Communications

Active Listening

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Lancaster, California is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role includes building financial plans and recommending brokerage products.

Ideal candidates will have at least one year in the investments or financial services industry. Strong relationship-building and communication skills are essential. The position offers a competitive salary between $70,000 and $80,000, with opportunities for performance-based incentives.