Financial Solutions Advisor

Bank of America is seeking a Financial Solutions Advisor to join its on site team in Los Alamitos, California. This role centers on delivering tailored financial guidance and brokerage recommendations to clients, aligning solutions with their goals while ensuring SAFE Act registration is maintained. The position offers a annual salary range of $70,000 to $80,000 and requires at least one year of experience in the investments field.

Responsibilities

• Collaborate with clients to define short and long term goals and craft a brokerage focused plan that includes stocks, bonds, mutual funds, annuities, and integrated banking and managed solutions
• Recommend banking and investment strategies that align with client objectives and needs
• Triages client requests and refer to appropriate internal service providers based on client requirements and asset thresholds
• Incorporate risk mitigation into daily activities to protect client interests
• Identify and engage potential new clients through referrals or existing financial center relationships
• Provide coaching and feedback to referral partners grounded in client needs and potential product services

Requirements

• Holds Series 7 and 66 licenses, or 63 and 65 in lieu of 66; if the 66 is not held but 63 or 65 is, there may be an offer with the condition that the missing series is passed within 60 days
• At least one year of experience in the investments industry, including training and in-depth product knowledge
• At least one year of experience in the financial services sector and/or a sales environment where goals were achieved
• Demonstrates goal setting and achievement, relationship building, and collaborative teamwork
• Confident communication and effective client engagement across a diverse client base
• Ability to manage goals, navigate complexity, prioritize tasks, and perform in a fast paced setting
• Willingness to learn, adapt to new information, and identify appropriate client solutions
• Strong time management and capacity planning skills
• Thoughtful approach to regulatory due diligence in daily and long term client strategies

Benefits

Affordable, competitive and flexible benefits

Schedule

Monday through Friday with rotating Saturdays

Hours Per Week

40

Shift

1st shift (United States of America)

Desired Qualifications

• Strong computer skills and ability to multitask in a demanding environment
• At least three years of experience in financial services and/or a sales role with quantified goals
• Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are desirable
• Insurance licenses

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications