Financial Solutions Advisor - Drive Client Impact

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan eligibility

Job summary

Bank of America is seeking a Financial Advisor in Sunland, CA, responsible for providing tailored financial advice and solutions to clients. The advisor will help clients meet their financial goals through comprehensive planning and recommendations on investment products.

The ideal candidate will possess necessary licenses, a strong relationship-building ability, and experience in financial services. They will work in a fast-paced environment and collaborate with various stakeholders.

Qualifications

• Currently holds Series 7 & 66 (or equivalent) licenses.
• Minimum one year in investments industry with in-depth product knowledge.
• Minimum one year in financial services with proven sales experience.
• Ability to set and achieve goals and build strong client relationships.
• Effective communication and multitasking skills.

Responsibilities

• Help clients plan and achieve financial goals using brokerage products.
• Recommend banking and investment strategies to align with client needs.
• Triages client requests and refers them to appropriate partners.
• Identify and engage potential new clients through referrals.
• Provide coaching to referral partners on client needs.

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 Financial Advisor in Sunland, CA, responsible for providing tailored financial advice and solutions to clients. The advisor will help clients meet their financial goals through comprehensive planning and recommendations on investment products.

The ideal candidate will possess necessary licenses, a strong relationship-building ability, and experience in financial services. They will work in a fast-paced environment and collaborate with various stakeholders.