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

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

Job summary

Bank of America seeks a Financial Solutions Advisor for the West San Gabriel Valley Market. Responsibilities include advising clients on investment goals, creating financial plans, and collaborating with internal teams to support client needs. Candidates must hold required licenses and have relevant experience in financial services.

Benefits

Industry-leading benefits

Access to paid time off

Opportunity for career growth

Qualifications

• Must hold Series 7 & 66 licenses, or 63/65 with conditions.
• At least one year of investments industry experience.
• Experience in financial services or sales with goal achievement.

Responsibilities

• Build financial plans with brokerage products.
• Recommend banking and investment strategies.
• Triages client requests for appropriate service providers.

Skills

Account Management

Client Solutions Advisory

Customer and Client Focus

Attention to Detail

Oral Communications

Education

High School Diploma / GED / Secondary School

Job description

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

*****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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• 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 managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• 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.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has 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 Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses

Skills:

• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Client Management
• Policies, Procedures, and Guidelines

Schedule:

Monday-Friday Open availability required + some Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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

[Bank of America logo shown periodically throughout]

Please see important information at the end of this video.

At Bank of America, I get to make a difference every day.

Financial Solutions Advisor

As a Financial Solutions Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.

Advise clients on their investment goals in order to pursue those goals

[Saving and Budgeting tool in the mobile app is shown]

I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child’s college education. I match my knowledge of financial markets and investment products with clients’ individual investment needs.

A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow up with my clients.

Accomplishing performance goals through needs-based analysis and client follow-up

When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed.

In my last job, I worked mostly on my own. Here, I get to work in a team environment every day.

I even get some of my best referrals from my teammates. And since I work with people in so many different departments, I’m able to build connections and learn more about other roles.

Everyone here is really supportive of your career growth. I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality.

Regular meetings with your manager to make your goals a reality

As a Financial Solutions Advisor, you will participate in the award-winning Academy at Bank of America. From my first day to today, the Academy has equipped me with all the knowledge, skills and resources I need to be successful.

Trained by the award-winning Academy at Bank of America

Brandon Hall Gold Award for “Learning and Development”

I’m hoping to move into a leadership role in the future and I feel I’ll be able to make this a reality, thanks to my manager and the people around me. And it’s that kind of support that makes it so easy to support my clients every day.

We all have goals. Pursue yours at Bank of America and Merrill.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

$70,000.00 - $80,000.00annualized 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. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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