Strategic Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Incentive plans based on performance

Job summary

Bank of America is looking for a Financial Advisor in Arcadia, California, to provide personalized financial advice and help clients achieve their financial goals. Responsibilities include planning financial strategies, triaging client requests, and addressing investment needs.

The ideal candidate should have relevant licenses and a strong background in financial services, including skills in client management and risk mitigation. Opportunities for incentives and benefits are included.

Qualifications

• Currently holds Series 7 & 66 licenses or an equivalent.
• One year of experience in the investments industry.
• Experience in a financial service industry or sales environment.

Responsibilities

• Work with clients to plan financial goals and build financial plans.
• Triage client requests and make referrals as necessary.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Customer and Client Focus

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is looking for a Financial Advisor in Arcadia, California, to provide personalized financial advice and help clients achieve their financial goals. Responsibilities include planning financial strategies, triaging client requests, and addressing investment needs.

The ideal candidate should have relevant licenses and a strong background in financial services, including skills in client management and risk mitigation. Opportunities for incentives and benefits are included.