Strategic Financial Planner & Advisory Specialist

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan eligibility

Job summary

Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client relationships, and meeting financial goals through various products.

Qualifications include holding Series 7 & 66 licenses and a minimum of one year in the investments industry. The role offers a competitive salary range of $70,000 - $80,000 and is part of an incentive program.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year experience in the investments industry.
• At least one year experience in financial services or sales environment.
• Ability to set and accomplish goals effectively.
• Builds strong relationships and collaborates effectively.

Responsibilities

• Works with clients to plan short and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Identifies and engages potential new clients.
• Provides coaching and feedback to referral partners.

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

Job description

Bank of America is seeking a financial advisor in Los Angeles. The role involves providing comprehensive advice and solutions, managing client relationships, and meeting financial goals through various products.

Qualifications include holding Series 7 & 66 licenses and a minimum of one year in the investments industry. The role offers a competitive salary range of $70,000 - $80,000 and is part of an incentive program.