Los Angeles Financial Solutions Advisor — Client Planning

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

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America is seeking a client-focused financial advisor to triage leads, build financial plans, and refer clients to the right banking and investment solutions. The role requires active licensure (Series 7/66 or 63/65) and a proven track record in investments and sales, with a focus on delivering tailored client experiences.

You will work in a fast-paced environment, collaborating across teams to meet client goals while navigating regulatory requirements and maintaining strong

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 with condition to pass missing series within 60 days).
• At least 1 year experience in investments and financial services.
• Experience in a sales environment with goals.
• Strong relationship building and communication skills.
• Ability to manage goals, navigate complexity and work in a fast-paced setting.

Responsibilities

• Plans clients' short and long-term financial goals and builds financial plans with brokerage products.
• Recommends banking and investment strategies that meet client needs.
• Triages client requests and refers to internal service providers per assets and needs.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients and engages referrals from referrals or center clientele.
• Provides coaching to referral partners based on client needs and services offered.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial advisor to triage leads, build financial plans, and refer clients to the right banking and investment solutions. The role requires active licensure (Series 7/66 or 63/65) and a proven track record in investments and sales, with a focus on delivering tailored client experiences.

You will work in a fast-paced environment, collaborating across teams to meet client goals while navigating regulatory requirements and maintaining strong