Strategic Financial Planner & Advisory Specialist

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

Benefits offered by this job

Benefits eligible

Paid time off

Incentive opportunities

Job summary

Bank of America is seeking a dedicated financial advisor in Manhattan Beach to provide comprehensive financial advice tailored to clients' needs. Responsibilities include creating financial plans, recommending brokerage products, and triaging client leads for optimal service.

The ideal candidate will have at least one year of experience in the investment and financial service industries, with required Series 7 & 66 licenses. The position offers a competitive salary range of $70,000 - $80,000 annually plus incentives.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• At least one year working in the financial service industry or sales.

Responsibilities

• Works with clients to meet short and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Account Management

Client Experience Branding

Risk Management

Customer and Client Focus

Attention to Detail

Oral Communications

Written Communications

Active Listening

Education

High School Diploma / GED

Job description

Bank of America is seeking a dedicated financial advisor in Manhattan Beach to provide comprehensive financial advice tailored to clients' needs. Responsibilities include creating financial plans, recommending brokerage products, and triaging client leads for optimal service.

The ideal candidate will have at least one year of experience in the investment and financial service industries, with required Series 7 & 66 licenses. The position offers a competitive salary range of $70,000 - $80,000 annually plus incentives.