Strategic Financial Planner & Advisory Specialist

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentives based on performance

Job summary

Bank of America in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads, reviewing financial goals, and recommending investment strategies.

Candidates must have at least one year of experience in the investments industry, hold necessary licenses, and possess strong relationship management skills. The job offers a pay range of $70,000.00 - $80,000.00 annually.

Qualifications

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

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies that align with client financial goals.
• Triages client requests and makes referrals to appropriate 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 in Torrance is seeking a detail-oriented financial advisor responsible for providing customized solutions to clients. The role involves triaging client leads, reviewing financial goals, and recommending investment strategies.

Candidates must have at least one year of experience in the investments industry, hold necessary licenses, and possess strong relationship management skills. The job offers a pay range of $70,000.00 - $80,000.00 annually.