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

YMCA of the north; Rosemead (CA); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Financial Solutions Advisor, where you will provide tailored financial advice to clients in the West San Gabriel Valley Market. This role emphasizes relationship-building and effective communication, ensuring clients achieve their financial goals. With a focus on diversity and inclusion, the firm offers a supportive environment for personal and professional growth. If you are passionate about making a positive impact in the financial lives of clients and have the necessary licenses and experience, this opportunity is perfect for you.

Qualifications

• Current Series 7 & 66 licenses are mandatory.
• At least one year of experience in investments and financial services.

Responsibilities

• Provide comprehensive advice and tailored solutions to clients.
• Triaging client leads and referring based on needs.

Skills

Account Management

Advisory

Client Experience

Effective Communication

Active Listening

Attention to Detail

Risk Management

Policy Compliance

Client Solutions

Education

Series 7 License

Series 66 License

CFP or CRPC Designation

Job description

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

Locations include: Alhambra, Pasadena, South Pasadena, San Gabriel, Monterey Park, El Monte, Arcadia, Temple City, San Marino, Rosemead, California.

Job Description:

Please note that this requisition contains multiple locations, but there is not an immediate opening for every listed location.

The position is subject to laws and regulations such as FDIC, Safe Act, Loan Originators, and FINRA, which restrict or prohibit hiring individuals with certain criminal histories.

At Bank of America, we are committed to helping make financial lives better through responsible growth, serving clients, teammates, communities, and shareholders.

We value a diverse and inclusive workplace, attract and develop talent, support wellness, recognize performance, and impact communities positively.

Responsibilities:

1. Provide comprehensive advice and tailored solutions to clients to meet their financial goals.
2. Triaging client leads and making referrals based on client needs and asset thresholds.
3. Meeting clients to review financial and investment goals, building financial plans, and recommending brokerage products.
4. Applying and expanding knowledge through required licenses and training, including SAFE Act registration.

Minimum Qualifications:

• Current Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least one year of experience in investments and financial services.
• Experience in a sales environment with goal achievement.
• Strong relationship-building, communication, and time management skills.

Preferred Qualifications:

• Three or more years of financial industry experience.
• Additional professional designations (e.g., CFP, CRPC).
• Insurance licenses.

Skills:

• Account Management, Advisory, Client Experience
• Effective Communication, Active Listening, Attention to Detail
• Risk Management, Policy Compliance, Client Solutions

Shift: 1st shift, 40 hours/week.

Bank of America is an equal opportunity employer, committed to diversity and inclusion. For more information, view the 'Know Your Rights' poster and Fair Chance Ordinance links provided.