Financial Solutions Advisor: Client Plans & Investments

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Los Angeles is hiring a financial advisor to provide comprehensive advice and customized solutions to clients, triage leads, and refer to partners based on client needs and assets. The role requires pursuing required licenses, meeting sales goals, and building strong client relationships.

Responsibilities include creating financial plans, reviewing goals, and recommending brokerage products while ensuring regulatory compliance and acti ve risk management in a fast-paced

Qualifications

• Requires Series 7 & 66 licenses; or 63/65 plus passing 66 within 60 days.
• Investments industry experience and knowledge of investment products expected.
• Sales experience with meeting/exceeding goals and strong client engagement implied.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triaged client requests and referred to internal service providers by asset thresholds.
• Mitigate risk and maintain thorough regulatory due diligence in daily activities.
• Identify potential clients through referrals and existing center relationships.
• Coach and provide feedback to referral partners based on client needs.

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 or equivalent

Job description

Bank of America in Los Angeles is hiring a financial advisor to provide comprehensive advice and customized solutions to clients, triage leads, and refer to partners based on client needs and assets. The role requires pursuing required licenses, meeting sales goals, and building strong client relationships.

Responsibilities include creating financial plans, reviewing goals, and recommending brokerage products while ensuring regulatory compliance and acti ve risk management in a fast-paced