Financial Solutions Advisor — Client Growth & Planning

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan based on performance

Job summary

Bank of America seeks a Financial Advisor in Palmdale, CA, to offer comprehensive financial advice and customized solutions. You will work with clients to establish long- and short-term financial goals, providing tailored brokerage products like stocks and loans.

This position requires compliance with regulatory acts and emphasizes building strong client relationships. Applicants should have relevant Series licenses, with a proven experience in the financial services industry.

Qualifications

• Currently holds Series 7 & 66 (or Series 63/65 in lieu of 66).
• At least one year in the investments industry, knowledgeable of investment products.
• At least one year in financial services/sales environment with met goals.

Responsibilities

• Work with clients to plan financial goals with a comprehensive financial plan.
• Recommend banking and investment strategies aligning with client goals.
• Triage client requests and make referrals based on needs.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Financial Advisor in Palmdale, CA, to offer comprehensive financial advice and customized solutions. You will work with clients to establish long- and short-term financial goals, providing tailored brokerage products like stocks and loans.

This position requires compliance with regulatory acts and emphasizes building strong client relationships. Applicants should have relevant Series licenses, with a proven experience in the financial services industry.