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

Bank of America; Pasadena (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients. This role involves managing client relationships, developing financial plans, and recommending investment strategies. The ideal candidate will possess strong communication skills and a proven track record in financial services. Join a diverse and inclusive team dedicated to making a positive impact in the community while driving responsible growth. This is a fantastic opportunity to advance your career in a dynamic environment focused on client success.

Qualifications

• Minimum one year experience in the investments industry required.
• Strong relationship-building and communication skills are essential.

Responsibilities

• Work with clients to plan their financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client needs.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral & Written Communication

Active Listening

Attention to Detail

Client Solutions

Issue & Pipeline Management

Risk Management

Education

Series 7 & 66 licenses

Bachelor's degree in Finance or related field

Job description

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

Alhambra, California; Pasadena, California; South Pasadena, California; San Gabriel, California; Monterey Park, California; El Monte, California; Arcadia, California; Temple City, California; San Marino, California; Rosemead, California

Job Description:

Please Note: 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 criminal histories for this 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 every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders daily.

We are committed to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ wellness, recognizing performance, and making an impact in our communities.

This role involves providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include managing client leads, making referrals, reviewing financial and investment goals with clients, building financial plans, and recommending brokerage products. Employees must complete required licenses and trainings, including SAFE Act registration, and adhere to related regulations. Failure to maintain registration may result in disciplinary action or termination.

Responsibilities:

1. Work with clients to plan their financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
2. Recommend banking and investment strategies aligned with client needs.
3. Triaging client requests and referring to appropriate internal service providers.
4. Mitigating and controlling risk in daily activities.
5. Identifying and engaging potential new clients through referrals or existing clientele.
6. Providing coaching and feedback to referral partners.

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 with a plan to obtain 66 within 60 days).
• At least one year experience in the investments industry.
• Experience in financial services or sales environments with goal achievement.
• Strong relationship-building and communication skills.
• Ability to manage goals, prioritize tasks, and adapt to fast-paced environments.
• Regulatory due diligence knowledge.

Desired Qualifications:

• Three or more years in financial services or sales.
• Additional professional designations (e.g., CFP, CRPC).
• Insurance licenses.

Skills:

• Account Management, Advisory, Client Experience, Customer Focus, Oral & Written Communication, Active Listening, Attention to Detail, Client Solutions, Issue & Pipeline Management, Causation Analysis, Risk Management, Policies & Procedures.

Shift: 1st shift (United States of America)

Hours per week: 40

Bank of America is an equal opportunity employer. We prohibit discrimination based on race, religion, gender, sexual orientation, age, national origin, veteran status, disability, and other protected categories.