Investment Solutions Advisor — Client Planning & Growth

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Advisor in California to provide comprehensive financial guidance and customized solutions. The role involves triaging client leads, referring to partners, and meeting with clients to align investments with goals.

Required licenses (Series 7 & 66 or 63/65) and 1+ year in investments or financial services. Salesforce and relationship-building skills are essential for success in a fast-paced, in-office environment.

Qualifications

• Currently holds Series 7 & 66 licenses. If you do not hold 66 but have 63 or 65, an offer can be extended with condition that a passing score is received 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.
• Is thorough and thoughtful in incorporating regulatory due diligence into daily activities and long-term strategies for clients.

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.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma

Job description

Bank of America is seeking a Financial Advisor in California to provide comprehensive financial guidance and customized solutions. The role involves triaging client leads, referring to partners, and meeting with clients to align investments with goals.

Required licenses (Series 7 & 66 or 63/65) and 1+ year in investments or financial services. Salesforce and relationship-building skills are essential for success in a fast-paced, in-office environment.