Financial Solutions Advisor: Client Investment Planner

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America seeks a Financial Advisor in San Dimas, California, responsible for providing tailored financial advice and solutions to clients. You'll build financial plans and recommend brokerage products while triaging client leads and making referrals.

The role requires a minimum of one year in the investment and financial services industry, with active Series 7 and 66 licenses. You'll collaborate to help clients meet their financial goals, and this position offers competitive pay and benefits.

Qualifications

• Currently holds Series 7 & 66 licenses; if missing 66, must pass within 60 days.
• Minimum one year in investments and financial service with sales experience.
• Ability to set and achieve goals, build relationships, and communicate effectively.

Responsibilities

• Work with clients to create financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to appropriate 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 seeks a Financial Advisor in San Dimas, California, responsible for providing tailored financial advice and solutions to clients. You'll build financial plans and recommend brokerage products while triaging client leads and making referrals.

The role requires a minimum of one year in the investment and financial services industry, with active Series 7 and 66 licenses. You'll collaborate to help clients meet their financial goals, and this position offers competitive pay and benefits.