Financial Solutions Advisor — Client Growth & Planning

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources for employee support

Job summary

Bank of America is seeking a dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans, recommend banking solutions, and triage client requests.

The ideal candidate will have at least one year of experience in the financial services industry, hold relevant licenses, and be committed to delivering exceptional client service.

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 and/or a sales environment.

Responsibilities

• Work with clients to plan financial goals by building comprehensive financial plans.
• Recommend banking and investment strategies aligning with client goals.
• Triage client requests and make referrals to appropriate internal service providers.

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 dynamic financial advisor to provide comprehensive financial advice and customized solutions. This role involves working closely with clients to develop financial plans, recommend banking solutions, and triage client requests.

The ideal candidate will have at least one year of experience in the financial services industry, hold relevant licenses, and be committed to delivering exceptional client service.