Job Description & How to Apply Below
Elevate your career as a Financial Solutions Advisor at Bank of America in Central LA. Help clients devise and implement financial plans tailored to their unique needs.
This position mandates up-to-date Series 7 and 66 licenses, coupled with one year of experience in finance or sales. As a pivotal part of the team, you will analyze client objectives, strategize their financial product needs, and foster lasting client partnerships.
Key Responsibilities:
• Develop financial plans using diverse brokerage products
• Propose strategic investment and banking solutions
• Manage client referrals effectively
• Assess and mitigate financial risks
• Scout new clients through networking
Requirements:
• Series 7 & 66 licenses required
• At least one year in financial services or sales
• Capability to exceed set financial goals
• Strong interpersonal and communication skills
• Excellent multitasking abilities in a deadline-driven environment
Provide indispensable advisory services and financial support to clients at Bank of America.
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