Job Description & How to Apply Below
Drive client success as a Financial Advisor with Bank of America in the Central LA region. This role focuses on customizing financial solutions based on client needs and goals.
You will need to possess the necessary Series 7 and 66 licenses and have a solid foundation of at least one year in the investment or financial service sectors. Successful candidates will build client relationships, recommend investment strategies, and navigate the intricacies of client requests.
Key Responsibilities:
• Guide clients in planning financial goals
• Recommend appropriate investment products and strategies
• Refer client requests to service partners
• Control risks in everyday transactions
• Identify potential clients and engage proactively
Requirements:
• Valid Series 7 & 66 licensure
• One year minimum experience in financial services
• Proven ability to meet or exceed sales goals
• Strong communication and relationship skills
• Efficient time management in a fast-paced setting
Join Bank of America to create personalized financial pathways for clients in Central LA.
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