Financial Solutions Advisor: Grow Client Wealth & Planning

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive financial plans using brokerage products including stocks, bonds, and funds, while recommending banking solutions aligned to client goals.

You will triage requests, refer to specialists, and coach partners to enhance client outcomes. The position requires Series 7 and 66 licenses (or 63/65 with plan to complete).

Qualifications

• Licenses: Series 7 & 66 (or 63/65 with plan to pass).
• Minimum 1 year in investments and financial services.
• Proven track record in a sales environment with goals met.
• Strong relationship building and client engagement.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned to goals.
• Triages client requests and referrals to internal services.
• Mitigates and controls risk in daily activities.
• Identify new clients through referrals and center traffic.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Risk Management

Pipeline Management

Attention to Detail

Client Solutions

Education

High School Diploma / GED

Job description

Bank of America is hiring for a Financial Advisor role in an in-office setting. Build comprehensive financial plans using brokerage products including stocks, bonds, and funds, while recommending banking solutions aligned to client goals.

You will triage requests, refer to specialists, and coach partners to enhance client outcomes. The position requires Series 7 and 66 licenses (or 63/65 with plan to complete).