Strategic Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in South Pasadena seeks a Financial Advisor to help clients achieve their financial goals through tailored advice. Responsibilities include triaging client requests, planning financial strategies, and collaborating with various partners to provide comprehensive solutions.

The ideal candidate has at least one year of experience in the financial service industry, holds necessary licenses, and excels in communication and client management skills. Strong benefits and a competitive salary of $70,000 to $80,000 annually are offered.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• One year of experience in the investments or financial service industry.
• Ability to communicate effectively and manage time efficiently.

Responsibilities

• Provide financial advice and customized solutions to clients.
• Triaging client leads and making referrals to business partners.
• Collaborate to achieve client financial goals.

Skills

Account Management

Client Experience & Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America in South Pasadena seeks a Financial Advisor to help clients achieve their financial goals through tailored advice. Responsibilities include triaging client requests, planning financial strategies, and collaborating with various partners to provide comprehensive solutions.

The ideal candidate has at least one year of experience in the financial service industry, holds necessary licenses, and excels in communication and client management skills. Strong benefits and a competitive salary of $70,000 to $80,000 annually are offered.