Strategic Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Industry-leading benefits

Performance-related incentives

Job summary

Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role involves providing comprehensive financial advice and tailored solutions to clients, focusing on their financial goals and needs. Candidates must hold Series 7 & 66 licenses and possess at least one year of experience in the financial service sector.

This position offers an annualized salary range of $70,000 to $80,000, benefits eligibility, and opportunities for performance-based incentives. Open availability for Monday-Friday work and some Saturdays is required.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum 1 year experience in investments or financial services.
• Proven ability to meet or exceed sales goals.
• Strong relationship-building skills.

Responsibilities

• Provide financial advice and customized solutions to clients.
• Triage client leads and make referrals based on needs.
• Meet with clients to establish and review financial goals.
• Mitigate risks as part of daily operations.

Skills

Account Management

Advisory

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is seeking a full-time Financial Advisor in El Monte, California. The role involves providing comprehensive financial advice and tailored solutions to clients, focusing on their financial goals and needs. Candidates must hold Series 7 & 66 licenses and possess at least one year of experience in the financial service sector.

This position offers an annualized salary range of $70,000 to $80,000, benefits eligibility, and opportunities for performance-based incentives. Open availability for Monday-Friday work and some Saturdays is required.