Strategic Financial Planner & Advisory Specialist

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Access to resources and support

Job summary

Bank of America is hiring a financial advisor in El Segundo, California. This position requires strong skills in account management and client advisory, along with Series 7 & 66 licenses. The role involves building customized financial solutions for clients, managing financial goals, and provides opportunities for professional growth through industry-leading benefits.

The successful candidate will have experience in the financial services industry and a history of meeting goals. The annual salary is expected to range between $70,000 and $80,000, based on experience and skills.

.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• At least one year experience working in the financial service industry or sales environment.

Responsibilities

• Works with clients to plan their financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies that align with client financial goals.
• Triages client requests and refers to internal service providers.

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 hiring a financial advisor in El Segundo, California. This position requires strong skills in account management and client advisory, along with Series 7 & 66 licenses. The role involves building customized financial solutions for clients, managing financial goals, and provides opportunities for professional growth through industry-leading benefits.

The successful candidate will have experience in the financial services industry and a history of meeting goals. The annual salary is expected to range between $70,000 and $80,000, based on experience and skills.

.