Financial Solutions Advisor- Encino Financial Center

Bank of America is seeking a Financial Solutions Advisor for the Encino Financial Center located at 16640 Ventura Blvd, Encino, CA. In this role, you will be guided by our common purpose to help make financial lives better through the power of every connection. We are committed to an inclusive workplace that supports physical, emotional, and financial wellness while offering opportunities to build a successful career.

Key responsibilities include:

• Working with clients to plan short and long-term financial goals by building personalized financial plans using brokerage products, stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommending banking and investment strategies aligned with specific client needs and asset thresholds.
• Triaging client requests and making appropriate referrals to internal service providers and business partners.
• Identifying and engaging potential new clients through referrals and financial center clientele while mitigating and controlling daily risk.
• Providing coaching and feedback to referral partners based on client needs and recommended product services.

Required qualifications and expectations:

• Currently hold Series 7 and 66 (or 63 and 65 in lieu of 66) licenses. (Candidates holding only the 63 or 65 may receive an offer on the condition of passing the missing series within 60 days).
• At least one year of experience in the investments industry, including investment training and product knowledge.
• At least one year of experience working in the financial service industry and/or a goal-oriented sales environment.
• Strong relationship-building, communication, time management, and problem-solving skills in a fast-paced environment.
• Ability to meet SAFE Act registration requirements, including submission to required background checks and federal registry maintenance.

Desired qualifications include strong computer skills, up to three years of financial services or sales experience, insurance licenses, and professional designations such as the CFP or CRPC.

This is a full-time, 40-hour per week position working first shift, Monday through Friday, with open availability required and some Saturday hours. The annualized salary range is $70,000.00 to $80,000.00, determined by experience, education, and skill set. This role is also formulaic incentive eligible and benefits eligible.

• Job Category: Finance & Accounting