Financial Solutions Advisor - Drive Client Impact

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive eligibility

Job summary

Bank of America is seeking a motivated professional in La Cañada Flintridge to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, making referrals based on client needs, and building financial plans with brokerage products.

The ideal candidate should hold the necessary licenses and have at least a year of experience in the financial services industry. Strong communication skills and the ability to manage multiple tasks are essential. A competitive salary and comprehensive benefits are offered.

Qualifications

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

Responsibilities

• Plan short- and long-term financial goals by building financial plans with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.

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 or equivalent

Job description

Bank of America is seeking a motivated professional in La Cañada Flintridge to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, making referrals based on client needs, and building financial plans with brokerage products.

The ideal candidate should hold the necessary licenses and have at least a year of experience in the financial services industry. Strong communication skills and the ability to manage multiple tasks are essential. A competitive salary and comprehensive benefits are offered.