Strategic Financial Solutions Advisor

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

Benefits offered by this job

Paid time off

Resources for sustainable growth

Job summary

Bank of America in California is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. This role involves building financial plans, triaging leads, and making referrals, requiring strong communication skills and an ability to manage client goals.

Applicants must hold Series 7 & 66 licenses and have at least one year of experience in the financial services industry. The position offers a salary range of $70,000 - $80,000 and includes incentives and 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, including training and in-depth knowledge of investment products.
• At least one year in the financial services or sales environment where goals were met or exceeded.

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 to internal service providers.

Skills

Account Management

Client Experience Branding

Oral Communication

Attention to Detail

Risk Management

Written Communication

Education

High school diploma / GED / secondary school or equivalent

Job description

Bank of America in California is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. This role involves building financial plans, triaging leads, and making referrals, requiring strong communication skills and an ability to manage client goals.

Applicants must hold Series 7 & 66 licenses and have at least one year of experience in the financial services industry. The position offers a salary range of $70,000 - $80,000 and includes incentives and benefits for sustainable growth.