Financial Solutions Advisor — Client Growth & Planning

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

Benefits offered by this job

Industry-leading benefits

Eligible for incentive plans

Paid time off

Job summary

Bank of America in West Chatsworth is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include building comprehensive financial plans and recommending brokerage products.

Candidates should hold Series 7 and 66 licenses, with a minimum of one year in the investments or financial services industry. Strong relationship-building skills and effective communication are essential for this role, which offers a salary between $70,000 and $80,000 annually.

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 in the financial services industry or sales environment.

Responsibilities

• Work with clients to build financial plans with brokerage products.
• Recommend banking and investment strategies aligning with client goals.
• Triage client requests and make referrals to internal providers.

Skills

Account Management

Client Solutions Advisory

Risk Management

Customer and Client Focus

Attention to Detail

Oral Communications

Written Communications

Active Listening

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in West Chatsworth is seeking a Financial Advisor to provide tailored financial advice and solutions to clients. Responsibilities include building comprehensive financial plans and recommending brokerage products.

Candidates should hold Series 7 and 66 licenses, with a minimum of one year in the investments or financial services industry. Strong relationship-building skills and effective communication are essential for this role, which offers a salary between $70,000 and $80,000 annually.