Financial Solutions Advisor: License Path & Client Growth

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

Job summary

A leading financial institution in Palmdale, CA is seeking a Financial Solutions Advisor to provide clients with comprehensive banking and investment solutions. The ideal candidate will receive training and coaching to build solid client relationships, achieve industry licenses, and thrive in a supportive environment. This full-time role offers competitive compensation and opportunities for growth within the company.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Ability to build strong peer relationships through effective communication.

Responsibilities

• Build a successful career through training and onboarding programs.
• Grow knowledge using a defined consultative approach with clients.
• Provide comprehensive advice and conduct client presentations.

Skills

Advisory

Client Management

Customer and Client Focus

Active Listening

Oral Communications

Education

High School Diploma / GED / Secondary School

Job description

A leading financial institution in Palmdale, CA is seeking a Financial Solutions Advisor to provide clients with comprehensive banking and investment solutions. The ideal candidate will receive training and coaching to build solid client relationships, achieve industry licenses, and thrive in a supportive environment. This full-time role offers competitive compensation and opportunities for growth within the company.