Financial Solutions Advisor: Grow Client Wealth & Plans

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

Benefits offered by this job

Formulaic incentive plan

Job summary

Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training are required.

The role emphasizes service excellence, risk awareness, and proactive client engagement within a salaried environment with benefits. Monday–Friday with possible weekend hours.

Qualifications

• Currently holds Series 7 & 66 licenses; or 63/65 if 66 pending.
• Minimum 1 year in investments or financial services with sales experience.
• Series 7/66 or equivalent licensing requirement for residential loan origination role.

Responsibilities

• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Builds financial plans and recommends brokerage products to help clients meet goals.
• Plans and reviews client financial goals with investment and banking solutions.
• Maintains regulatory due diligence integration in daily activities.

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

CFP

CRPC

Insurance licenses

Job description

Bank of America seeks a financial advisor to deliver tailored investment and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licenses and regulatory training are required.

The role emphasizes service excellence, risk awareness, and proactive client engagement within a salaried environment with benefits. Monday–Friday with possible weekend hours.