Financial Solutions Advisor- Consumer Investments- West San Gabriel Valley Market

AECOM; Alhambra (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

An established industry player is seeking a driven financial advisor to provide tailored solutions to clients. This role involves building financial plans, recommending investment strategies, and fostering strong client relationships. You'll thrive in a dynamic environment where your contributions directly impact clients' financial success. Join a team committed to diversity, inclusion, and professional growth, and take the next step in your career with a company that values your expertise and dedication.

Benefits

Industry-leading benefits

Paid time off

Resources for employee wellness

Incentive plan based on performance

Qualifications

• Must hold Series 7 & 66 licenses or equivalent.
• 1+ years in investments and financial services required.

Responsibilities

• Work with clients to develop financial plans and strategies.
• Triages client requests and refers to internal service providers.
• Mitigates risks and engages potential new clients.

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

Series 7 License

Series 66 License

Investment Training

Job description

Job Description:

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

1. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
2. Recommends banking and investment strategies that align with client financial goals and needs.
3. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
4. Mitigates and controls risk as part of daily activities.
5. Identifies and engages potential new clients through referrals or financial center clientele.
6. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as CFP and/or CRPC.
• Obtained insurance licenses.

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

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - CA - Alhambra - 160 E Main St - ALHAMBRA MAIN OFFICE (CA8108), US - CA - Arcadia - 1234 S Baldwin Ave - WEST ARCADIA BC (CA9107), US - CA - El Monte - 10426 Lower Azusa Rd - MIDWAY CENTER BC (CA8147), US - CA - El Monte - 11138 Main St - EL MONTE BC (CA8110), US - CA - Monterey Park - 110 W Garvey Ave - MONTEREY PARK BC (CA8163), US - CA - Monterey Park - 300 N Atlantic Blvd - ATLANTIC-GARVEY BC (CA8201), US - CA - Pasadena - 145 W California Blvd - CALIF AND PASADENA BC (CA9183), US - CA - Pasadena - 3555 E Foothill Blvd - FOOTHILL-ROSEMEAD BC (CA8151), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - Rosemead - 8856 Valley Blvd - ROSEMEAD BC (CA8154), US - CA - San Gabriel - 102 E Las Tunas Dr - SAN GABRIEL BC (CA8132), US - CA - San Marino - 2180 Huntington Dr - SAN MARINO BC (CA8170), US - CA - South Pasadena - 929 Fair Oaks Ave - SOUTH PASADENA BC (CA9164), US - CA - Temple City - 9545 Las Tunas Dr - TEMPLE CITY BC (CA8162)

Pay and benefits information

Pay range: $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education, and skill set.

Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan based on performance against defined metrics.

Benefits: This role is benefits eligible, with industry-leading benefits, paid time off, and resources to support our employees in making a genuine impact and contributing to sustainable growth.