Financial Solutions Advisor — East San Gabriel Valley

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

Job summary

Bank of America is seeking a financial advisor to deliver comprehensive client guidance and customized investment solutions. The role involves triaging leads, referring to partners, reviewing goals, building financial plans, and recommending brokerage products.

Expect mandatory SAFE Act registrations and ongoing training to maintain licenses. Primary duties include planning with clients, recommending strategies, and nurturing client relationships in a goal-driven, compliant environment.

Qualifications

• Holds Series 7 and 66 (or 63/65 in lieu) licenses, valid for investments role.
• At least 1 year in investments or financial services sales, meeting/exceeding goals.
• Strong communication, relationship building, and time management in a fast-paced setting.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or center traffic.
• Provide coaching to referral partners based on client needs and offerings.

Skills

Series 7 & 66 licenses

Education

High School Diploma or GED

Job description

Bank of America is seeking a financial advisor to deliver comprehensive client guidance and customized investment solutions. The role involves triaging leads, referring to partners, reviewing goals, building financial plans, and recommending brokerage products.

Expect mandatory SAFE Act registrations and ongoing training to maintain licenses. Primary duties include planning with clients, recommending strategies, and nurturing client relationships in a goal-driven, compliant environment.