Financial Solutions Advisor - Client Growth & Planning (LA)

Bank of America; Beverly Hills (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products while pursuing necessary licenses.

The position requires SAFE Act registration for residential mortgage originations and ongoing background checks.

Qualifications

• Series 7 & 66 licenses required; 63/65 in lieu of 66 acceptable with passing score within 60 days.
• At least one year of experience in investments and financial services/sales.
• Experience meeting or exceeding sales goals.
• Ability to set and achieve goals, build relationships, and work with others.
• Effective communication and comfortable engaging all clients.
• Strong time management and regulatory due diligence practices.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers based on assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and services.

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 in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products while pursuing necessary licenses.

The position requires SAFE Act registration for residential mortgage originations and ongoing background checks.