Financial Solutions Advisor - Drive Client Impact

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Job summary

Bank of America is hiring for a financial advisor in Burbank, California. The role focuses on providing custom advice and developing financial plans for clients. With a minimum of one year’s experience in the investments industry required, candidates must possess Series 7 & 66 licenses and show proficiency in managing client needs through efficient referrals.

This position includes a salary range of $70,000 to $80,000 annually, and is eligible for incentive plans and industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Experience in a sales environment where goals were met or exceeded.

Responsibilities

• Plan short- and long-term financial goals with clients.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals based on needs.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a financial advisor in Burbank, California. The role focuses on providing custom advice and developing financial plans for clients. With a minimum of one year’s experience in the investments industry required, candidates must possess Series 7 & 66 licenses and show proficiency in managing client needs through efficient referrals.

This position includes a salary range of $70,000 to $80,000 annually, and is eligible for incentive plans and industry-leading benefits.