Financial Solutions Advisor: Guide Clients to Smart Wealth

Bank of America; Baldwin Park (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. The role includes triaging client leads, referring to business partners, and reviewing goals with clients to build a financial plan using brokerage products.

This position requires Series 7 & 66 licenses (63/65 acceptable), at least one year in investments, and experience in a sales environment.

Qualifications

• Series 7 & 66 licenses required or equivalent; 63/65 in lieu of 66 considered.
• Minimum 1 year in investments and knowledge of investment products.
• Experience in financial services or sales with proven goal attainment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage solutions.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and referrals to internal service providers.
• Mitigate risk as part of daily activities.
• Develop new client relationships through referrals and center clientele.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma

Job description

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. The role includes triaging client leads, referring to business partners, and reviewing goals with clients to build a financial plan using brokerage products.

This position requires Series 7 & 66 licenses (63/65 acceptable), at least one year in investments, and experience in a sales environment.