Financial Solutions Advisor — Client Growth & Planning

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Incentive plan based on performance

Job summary

Bank of America is seeking a Financial Advisor in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals and recommending investment strategies that suit client needs.

Candidates should hold relevant certifications like Series 7 & 66, possess at least one year of experience in investments, and demonstrate effective client engagement.

Competitive salary range is $70,000 to $80,000 per year, along with industry-leading benefits.

Qualifications

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

Responsibilities

• Work with clients to build comprehensive financial plans.
• Recommend banking and investment strategies that align with client needs.
• Triage client requests and make referrals as needed.
• Identify and engage potential new clients.

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 in Los Angeles, CA, to provide clients with tailored financial advice and solutions. Responsibilities include planning financial goals and recommending investment strategies that suit client needs.

Candidates should hold relevant certifications like Series 7 & 66, possess at least one year of experience in investments, and demonstrate effective client engagement.

Competitive salary range is $70,000 to $80,000 per year, along with industry-leading benefits.