Finance Jobs in Los Alamitos, CA

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2mo ago

Financial Solutions Advisor

Bank of America Los Alamitos, CA

Los Alamitos, CA

2mo ago Closed

$70k - $80k/yr Full time Advisor Banking Client Relations

This position is no longer accepting applications (closed Jul 2, 2026).

Job Description

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

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

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