Strategic Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Resources for sustainable growth

Formulaic incentive plan

Job summary

Bank of America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals. Key responsibilities include building financial plans, triaging leads, and making referrals.

The role requires at least one year of experience in the investment industry and current Series 7 & 66 licenses. The position offers an annual salary range of $70,000 to $80,000, along with benefits for sustainable growth.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 in lieu of 66).
• At least one year of experience in the investments industry.
• Goal-setting and relationship-building skills.

Responsibilities

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

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communication

Active Listening

Attention to Detail

Risk Management

Written Communication

Education

High school diploma / GED / secondary school or equivalent

Job description

Bank of America in Bell, California, is looking for a Financial Advisor to provide tailored advice and solutions to clients, helping them achieve their financial goals. Key responsibilities include building financial plans, triaging leads, and making referrals.

The role requires at least one year of experience in the investment industry and current Series 7 & 66 licenses. The position offers an annual salary range of $70,000 to $80,000, along with benefits for sustainable growth.