Strategic Financial Planner & Advisory Specialist

Bank of America; Redondo Beach (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 opportunities

Job summary

Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice and customized solutions. This role involves planning financial goals, recommending products, and managing client relationships effectively.

Candidates should possess Series 7 & 66 licenses, have at least one year of experience in the investments industry, and be capable of building strong client connections. A comprehensive benefits package and competitive salary range of $70,000 - $80,000 are offered.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• Effective communication skills and ability to engage with clients.
• Proven ability to build and nurture strong relationships.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Identifies and engages potential new clients.

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

Job description

Bank of America is seeking a Financial Advisor in Redondo Beach, CA, responsible for providing clients with comprehensive financial advice and customized solutions. This role involves planning financial goals, recommending products, and managing client relationships effectively.

Candidates should possess Series 7 & 66 licenses, have at least one year of experience in the investments industry, and be capable of building strong client connections. A comprehensive benefits package and competitive salary range of $70,000 - $80,000 are offered.