Financial Solutions Advisor: Client Growth & Planning

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

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage products.

You will complete required licenses and training, with SAFE Act registration requirements and background checks. In-office culture and training align with business needs.

Qualifications

• Currently holds Series 7 & 66 licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies.
• Triages client requests and makes referrals to internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Education

High School Diploma

Job description

Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage products.

You will complete required licenses and training, with SAFE Act registration requirements and background checks. In-office culture and training align with business needs.