Bank of America
Financial Solutions Advisor- LA Metro Market
Bank of America, Firestone Park, California, United States
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Becoming a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Our culture is in‑office with specific requirements for office‑based attendance, yet allows for appropriate flexibility based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Key laws or regulations that restrict or prohibit the hiring of individuals with certain specified criminal history for this position include FDIC, Safe Act, Loan Originators, and FINRA.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investment strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 and 66 licenses (Series 63 and 65 may substitute for 66 with a passing score within 60 days).
Has at least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
Has at least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
Likes to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
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
Schedule Monday‑Friday open availability required + some Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America).
Hours Per Week 40 hours.
Locations US – CA – Bell – 6312 Atlantic Ave – BELL BC (CA8122) US – CA – Culver City – 3809 Culver Ctr – Culver Center (CA8121) US – CA – El Segundo – 835 N Pacific Coast HWY – EL SEGUNDO BC (CA8188) US – CA – Inglewood – 330 E Manchester Blvd – INGLEWOOD MAIN OFFICE (CA8107) US – CA – Los Angeles – 2400 N Broadway – LINCOLN HEIGHTS BC (CA9127) US – CA – Los Angeles – 2703 S Figueroa St – FIGUEROA‑ADAMS BC (CA9176) US – CA – Los Angeles – 3615 S La Brea Ave – BALDWIN HILLS VILLAGE BC (CA9185) US – CA – Los Angeles – 6611 LA CIENEGA WESTWAY ST – CENTINELA‑LA TIJERA BC (CA9181) US – CA – Los Angeles – 888 W 7th ST – LOS ANGELES MAIN (CA9194) US – CA – Manhattan Beach – 1200 Highland Ave – MANHATTAN BEACH BC (CA8103) US – CA – Manhattan Beach – 3016 N Sepulveda Blvd – Manhattan Village BC (CA8175) US – CA – Montebello – 700 W Whittier Blvd (CA9149) US – CA – Santa Barbara – 1096 Coast Village Rd – Montecito (CA6161) US – CA – Walnut Park – 2100 E Florence Ave (CA7232).
Pay and Benefits Information Pay Range: $70,000.00 – $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may comprise monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Our culture is in‑office with specific requirements for office‑based attendance, yet allows for appropriate flexibility based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Key laws or regulations that restrict or prohibit the hiring of individuals with certain specified criminal history for this position include FDIC, Safe Act, Loan Originators, and FINRA.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
Recommends banking and investment strategies that align with client financial goals and needs.
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
Mitigates and controls risk as part of daily activities.
Identifies and engages potential new clients through referrals or financial center clientele.
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications
Currently holds Series 7 and 66 licenses (Series 63 and 65 may substitute for 66 with a passing score within 60 days).
Has at least one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
Has at least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
Likes to learn, adapts to new information, and seeks the right solutions for clients.
Efficiently manages time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
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
Schedule Monday‑Friday open availability required + some Saturdays.
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America).
Hours Per Week 40 hours.
Locations US – CA – Bell – 6312 Atlantic Ave – BELL BC (CA8122) US – CA – Culver City – 3809 Culver Ctr – Culver Center (CA8121) US – CA – El Segundo – 835 N Pacific Coast HWY – EL SEGUNDO BC (CA8188) US – CA – Inglewood – 330 E Manchester Blvd – INGLEWOOD MAIN OFFICE (CA8107) US – CA – Los Angeles – 2400 N Broadway – LINCOLN HEIGHTS BC (CA9127) US – CA – Los Angeles – 2703 S Figueroa St – FIGUEROA‑ADAMS BC (CA9176) US – CA – Los Angeles – 3615 S La Brea Ave – BALDWIN HILLS VILLAGE BC (CA9185) US – CA – Los Angeles – 6611 LA CIENEGA WESTWAY ST – CENTINELA‑LA TIJERA BC (CA9181) US – CA – Los Angeles – 888 W 7th ST – LOS ANGELES MAIN (CA9194) US – CA – Manhattan Beach – 1200 Highland Ave – MANHATTAN BEACH BC (CA8103) US – CA – Manhattan Beach – 3016 N Sepulveda Blvd – Manhattan Village BC (CA8175) US – CA – Montebello – 700 W Whittier Blvd (CA9149) US – CA – Santa Barbara – 1096 Coast Village Rd – Montecito (CA6161) US – CA – Walnut Park – 2100 E Florence Ave (CA7232).
Pay and Benefits Information Pay Range: $70,000.00 – $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may comprise monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
#J-18808-Ljbffr