Licensed Financial Solutions Advisor

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

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.