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

YMCA of the north; San Gabriel (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

An established industry player seeks a Financial Solutions Advisor to provide tailored financial advice and solutions. In this role, you will engage with clients to help them achieve their financial goals by building comprehensive financial plans and recommending suitable investment products. This position offers a dynamic work environment where you can grow your career while making a meaningful impact on clients' financial lives. If you are passionate about finance and eager to help clients navigate their investment journeys, this opportunity is perfect for you.

Benefits

Industry-leading benefits

Paid time off

Incentive plan participation

Resources and support for employees

Qualifications

• 1+ years in the investments industry with knowledge of investment products.
• Strong relationship-building and communication skills are essential.

Responsibilities

• Provide tailored financial advice and solutions to clients.
• Triaging client leads and referring to appropriate partners.

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

Education

Series 7 License

Series 66 License

Professional Designations (CFP, CRPC)

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 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. 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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details:

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. 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. Benefits: 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.

About the company

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.