Financial Solutions Advisor - Drive Client Impact

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive eligibility

Job summary

Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing personalized financial advice and crafting tailored financial solutions for clients to meet their goals.

The position requires Series 7 & 66 licenses, alongside a commitment to meeting regulatory compliance. Candidates will enjoy comprehensive benefits and the opportunity for incentive eligibility based on performance metrics.

Competitive salary range is $70,000 - $80,000.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Has at least one year of experience in the investments industry.
• Has at least one year of experience in a sales environment.
• Builds and nurtures strong relationships.
• Communicates effectively and confidently with clients.

Responsibilities

• Works with clients to build financial plans and recommend brokerage products.
• Triages client requests and makes referrals based on client needs.
• Identifies and engages potential new clients through referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing personalized financial advice and crafting tailored financial solutions for clients to meet their goals.

The position requires Series 7 & 66 licenses, alongside a commitment to meeting regulatory compliance. Candidates will enjoy comprehensive benefits and the opportunity for incentive eligibility based on performance metrics.

Competitive salary range is $70,000 - $80,000.