Strategic Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentives based on performance

Job summary

Bank of America is seeking a Financial Advisor to offer top-notch financial advice and tailored solutions to clients in West Hollywood, CA. Key responsibilities include triaging client leads, meeting clients to assess financial goals, and delivering customized brokerage products.

The ideal candidate will have a Series 7 & 66 license, at least one year of experience in finance, and a proven track record in client relationship management. Comprehensive benefits and incentives are offered for performance excellence.

Qualifications

• Currently holds Series 7 & 66 licenses (or equivalent).
• At least one year of experience in the investments industry.
• At least one year of experience in the financial services industry or sales.

Responsibilities

• Work with clients to plan short- and long-term financial goals.
• Recommend banking and investment strategies.
• Triage client requests and make referrals.

Skills

Account Management

Advisory

Client Experience & Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to offer top-notch financial advice and tailored solutions to clients in West Hollywood, CA. Key responsibilities include triaging client leads, meeting clients to assess financial goals, and delivering customized brokerage products.

The ideal candidate will have a Series 7 & 66 license, at least one year of experience in finance, and a proven track record in client relationship management. Comprehensive benefits and incentives are offered for performance excellence.