Strategic Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Incentive plan eligibility

Job summary

Bank of America in California seeks a financial professional to deliver comprehensive financial guidance and customized solutions, helping clients achieve their goals. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build a financial plan with brokerage products.

Responsibilities include applying licenses, expanding knowledge through required trainings, and adhering to SAFE Act registration for mortgage originations in a compliant,

Qualifications

• High school diploma or equivalent required.
• Experience in investments and financial services preferred.
• Series 7 and 66 (or 63/65) licenses required or to be obtained.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals based on needs and asset thresholds.
• Mitigate and manage risk in daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Coach and provide feedback to referral partners based on client needs and services.

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 in California seeks a financial professional to deliver comprehensive financial guidance and customized solutions, helping clients achieve their goals. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build a financial plan with brokerage products.

Responsibilities include applying licenses, expanding knowledge through required trainings, and adhering to SAFE Act registration for mortgage originations in a compliant,