Financial Solutions Advisor: Client Investment Planner

Bank of America; Claremont (CA); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide customized financial solutions and advice to clients. The role includes developing financial plans, reviewing investment goals, and managing client relationships. Candidates should possess Series 7 & 66 licenses and have at least one year of relevant industry experience.

This position fosters a collaborative environment, focused on helping clients achieve their financial goals. Alongside a competitive salary, employees benefit from industry-leading support and training for professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses, or has 63 or 65 with the condition of passing the missing series within 60 days.
• At least one year of experience in the investments industry, including training and knowledge of investment products.
• At least one year in the financial service industry and/or a sales environment with proven success.

Responsibilities

• Works with clients to plan their financial goals through brokerage products.
• Recommends banking and investments strategies aligned with clients' goals.
• Triages client requests and refers to 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 Financial Advisor to provide customized financial solutions and advice to clients. The role includes developing financial plans, reviewing investment goals, and managing client relationships. Candidates should possess Series 7 & 66 licenses and have at least one year of relevant industry experience.

This position fosters a collaborative environment, focused on helping clients achieve their financial goals. Alongside a competitive salary, employees benefit from industry-leading support and training for professional growth.