Strategic Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Support for sustainable growth

Formulaic incentive plan

Job summary

Bank of America seeks a financial advisor in Carson, California. This role provides comprehensive advice to clients, focusing on financial goals and developing customized investment strategies. Responsibilities include triaging client leads and recommending banking products, with a strong emphasis on risk management and maintaining regulatory compliance.

Eligible candidates must hold Series 7 & 66 licenses, have at least one year of experience in the investment industry, and possess excellent communication and relationship-building skills. The position offers a salary between $70,000 and $80,000 annually.

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, relationship-building, and collaboration skills.

Responsibilities

• Works with clients to plan short and long‑term financial goals.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers them to internal service providers.

Skills

Account Management

Client Solutions Advisory

Oral Communication

Attention to Detail

Risk Management

Education

High school diploma / GED / secondary school or equivalent

Job description

Bank of America seeks a financial advisor in Carson, California. This role provides comprehensive advice to clients, focusing on financial goals and developing customized investment strategies. Responsibilities include triaging client leads and recommending banking products, with a strong emphasis on risk management and maintaining regulatory compliance.

Eligible candidates must hold Series 7 & 66 licenses, have at least one year of experience in the investment industry, and possess excellent communication and relationship-building skills. The position offers a salary between $70,000 and $80,000 annually.