Bank of America

Team Financial Advisor

Bank of America

Newport Beach, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced financial advisor looking to join a team of professionals at a leading global financial institution? Bank of America is looking for an energetic and knowledgeable Team Financial Advisor to join our team. In this role, you will be an integral part of our financial advisory team and will work with clients to develop and implement sound financial strategies. The ideal candidate must have a minimum of two years of experience as a financial advisor, a Bachelor's degree in finance or a related field, and a thorough understanding of relevant financial regulations. You must be highly organized and have excellent communication skills with the ability to clearly explain financial concepts to clients. You must also be comfortable working in a fast-paced, customer-oriented environment and have the ability to manage multiple projects simultaneously. If you have a passion for helping others achieve their financial goals and are looking to join a team of experienced professionals, we want you to join our team at Bank of America!

Where is this job?
This job is located at Newport Beach, CA, USA
Job Qualifications
  • Excellent Communication Skills

  • Ability To Develop And Maintain Client Relationships

  • Bachelor's Degree In Finance Or Accounting

  • Cpa Or Cfa Certification

  • Proven Track Record Of Successful Financial Advising

  • Demonstrated Ability In Financial Planning

  • Knowledge Of Banking And Investment Products

  • Understanding Of Business Operations And Financial Markets

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Investments

  • Banking

  • Financial Planning

  • Communication

  • Sales

  • customer service

  • Portfolio Management

  • Credit management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Taxation

Soft Skills
  • Communication

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • Teamwork

  • Positive Attitude

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Team Financial Advisor in Newport Beach, CA, USA is between $47,000 and $80,000 per year. The salary range will depend on a variety of factors, such as experience, qualifications, and the specific employer. The higher end of the salary range typically requires more experience and qualifications.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeApril 11th, 2026
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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