Strategic Financial Solutions Advisor

Bank of America; Long Beach (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America seeks an experienced investment professional to provide tailored financial guidance and brokerage recommendations. You will triage leads, refer to partners, and meet clients to review goals and build plans.

Expect licenses (Series 7 & 66) and 1+ year in investments or financial services. You will work in a fast-paced, client-centric environment with emphasis on relationship building and compliance.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 if applicable with plan to obtain 66)
• At least 1 year experience in the investments industry
• At least 1 year experience in financial services or sales with targets
• Sets and achieves goals; builds strong client relationships
• Communicates effectively and manages time in a fast-paced environment
• Performs regulatory due diligence in daily activities

Responsibilities

• Plan clients' financial goals and build a brokerage-based financial plan
• Recommend banking and investment strategies aligned with client needs
• Triages client requests and refers to internal service providers as needed
• Mitigate and manage risk as part of daily activities
• Identify new clients through referrals or existing clientèle
• Coach and provide feedback to referral partners

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Series 7 & 66 Licenses

CFP/CRPC (Desirable)

Job description

Bank of America seeks an experienced investment professional to provide tailored financial guidance and brokerage recommendations. You will triage leads, refer to partners, and meet clients to review goals and build plans.

Expect licenses (Series 7 & 66) and 1+ year in investments or financial services. You will work in a fast-paced, client-centric environment with emphasis on relationship building and compliance.