Financial Solutions Advisor- Los Angels Metro

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

Job summary

Bank of America in the United States seeks a client-focused financial professional to plan short- and long-term goals with brokerage products and banking solutions. You will build financial plans, recommend strategies, and triage client requests while mitigating risk.

The role requires Series 7 & 66 (or 63/65), at least one year in investments, and a sales or financial services background. In-office culture emphasizes collaboration, development, and flexible benefits. Comp: $70k–$80k.

Qualifications

• Must hold Series 7 & 66 (63/65 in lieu of 66) licenses or equivalent.

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client needs.
• Triages client requests and refers to internal service providers as needed.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or centers of influence.
• Provides coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies/Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act, Loan Originators, FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed

Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses

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

Schedule:

Monday-Friday Open availability required + some Saturdays

Shift:

1st shift (United States of America)

Hours Per Week:

40

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Pay Transparency details

US - CA - Bell - 6312 Atlantic Ave - BELL BC (CA8122), US - CA - Bell - 6312 Atlantic Ave - BELL BC (CA8122), US - CA - Carson - 870 E Del Amo Blvd - SOUTH BAY PAVILION AT CARSON BC (CA8205), US - CA - Compton - 242 TOWNE CENTER DR - GATEWAY TOWNE CENTER (CA7231), US - CA - Compton - 518 S Long Beach Blvd - EAST COMPTON BC (CA7146), US - CA - Culver City - 3809 Culver Ctr - Culver Center (CA8121), US - CA - Culver City - 5541 Sepulveda Blvd - SEPULVEDA-JEFFERSON BC (CA8143), US - CA - Gardena - 118 W Rosecrans Ave - MAIN & ROSECRANS BC (CA9168), US - CA - Gardena - 1450 W Redondo Beach Blvd - Gardena Main (CA8164), US - CA - Inglewood - 11525 Crenshaw Blvd - CRENSHAW-IMPERIAL BC (CA8191), US - CA - Inglewood - 330 E Manchester Blvd - INGLEWOOD MAIN OFFICE (CA8107), US - CA - Los Angeles - 10340 S Central Ave - WATTS BC (CA9166), US - CA - Los Angeles - 2305 E Cesar Chavez Ave - BOYLE HEIGHTS OFFICE (CA9123), US - CA - Los Angeles - 2400 N Broadway - LINCOLN HEIGHTS BC (CA9127), US - CA - Los Angeles - 2703 S Figueroa St - FIGUEROA-ADAMS BC (CA9176), US - CA - Los Angeles - 2907 Crenshaw Blvd - 29TH-CRENSHAW BC (CA9177), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Los Angeles - 3475 Whittier Blvd - WHITTIER-SPENCE BC (CA9121), US - CA - Los Angeles - 3615 S La Brea Ave - BALDWIN HILLS VILLAGE BC (CA9185), US - CA - Los Angeles - 3945 Crenshaw Blvd - CRENSHAW CENTER BC (CA9162), US - CA - Los Angeles - 4103 S Western Ave - MARTIN LUTHER KING BC (CA9139), US - CA - Los Angeles - 550 S Hill St - INTERNATIONAL JEWELRY CENTER BC (CA9119), US - CA - Los Angeles - 5700 S Vermont Ave - SLAUSON-VERMONT BC (CA9135), US - CA - Los Angeles - 6400 Avalon Blvd - LOS ANGELES INDUSTRIAL BC (CA9134), US - CA - Los Angeles - 6611 LA CIENEGA WESTWAY ST - CENTINELA-LA TIJERA BC (CA9181) {+ 7 more}

Pay range

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits:

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.