Personal Financial Solutions Advisor

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

Job summary

Bank of America is recruiting for a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, review goals, and build financial plans with brokerage products.

Required licenses and regulatory knowledge will apply, including SAFE Act registration for residential mortgage originations, with training and background checks as part of the process.

Qualifications

• Hold Series 7 & 66 licenses; 63/65 in lieu of 66 may apply with passing score within 60 days
• Minimum 1 year experience in the investments industry
• Minimum 1 year experience in financial services or a sales environment with goals
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investments strategies that align with client goals.
• Triages client requests and makes referrals based on needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.
• Provides coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is recruiting for a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, review goals, and build financial plans with brokerage products.

Required licenses and regulatory knowledge will apply, including SAFE Act registration for residential mortgage originations, with training and background checks as part of the process.