Bank of America
Financial Solutions Advisor - Private Bank Office- West Market
Bank of America, El Segundo, California, United States, 90245
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.
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Being 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 how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses 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!
Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
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 investments 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 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days.
Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
Depth and breadth of relationship management product/solutions knowledge and experience
Acts as a client advocate
Is a self-starter who efficiently manages time and capacity
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.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Proven ability to partner and promote lead generation.
Experience balancing investment management, sales activities and new client development.
Strong computer skills and the ability to multitask in a demanding environment.
A bachelor’s degree, preferably in business-related field.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained 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
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details US - CA - El Segundo - 2321 Rosecrans Ave - Bank Of America (CA8805), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - Palo Alto - 3075B HANSEN WAY (CA5814), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004), US - NV - Las Vegas - 400 S Rampart Blvd - 400 S Rampart Blvd (NV9840), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)
Pay and benefits information Pay range $75,000.00 - $85,000.00 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 be comprised of 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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*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Being 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 how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses 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!
Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
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 investments 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 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days.
Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
Depth and breadth of relationship management product/solutions knowledge and experience
Acts as a client advocate
Is a self-starter who efficiently manages time and capacity
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.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Proven ability to partner and promote lead generation.
Experience balancing investment management, sales activities and new client development.
Strong computer skills and the ability to multitask in a demanding environment.
A bachelor’s degree, preferably in business-related field.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained 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
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details US - CA - El Segundo - 2321 Rosecrans Ave - Bank Of America (CA8805), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 500 Newport Center Dr - Newport Center (CA9165), US - CA - Palo Alto - 3075B HANSEN WAY (CA5814), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CO - Denver - 370 17TH ST - REPUBLIC PLAZA (CO1004), US - NV - Las Vegas - 400 S Rampart Blvd - 400 S Rampart Blvd (NV9840), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)
Pay and benefits information Pay range $75,000.00 - $85,000.00 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 be comprised of 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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