Beverly Hills, California, United States · On-site
$70k–$80k/yr
Job Description: 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. At Bank of America, we …
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
Los Angeles, California, United States · On-site
$162k–$270k/yr
Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of s…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Sales Strategy, Business Development
Phoenix, Arizona, United States · Remote OK
$89k–$149k/yr
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion eve…
Skills: Coaching, Mentoring, Relationship Management, Strategic Growth, Client Strategy
Los Angeles, California, United States · On-site
$16/hr–$24/hr
Compensation Pay Range: $16.90 - $24.90 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums ma…
Skills: Customer Service, Cash Handling, Inventory Management, Automotive Parts Knowledge, Multitasking
Los Angeles, California, United States · On-site
$162k–$270k/yr
Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of s…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Sales Strategy, Business Development
Costa Mesa, California, United States · On-site
7297 - Costa Mesa - 3200 Harbor Blvd, Costa Mesa, California, 92626 CarMax, the way your career should be! Position Overview As a CA Sales Consultant Trainee, you will be the face of CarMax, delivering an iconic customer…
Skills: Customer Service, Interpersonal Communication, Active Listening, Sales, Relationship Building
Los Angeles, California, United States · On-site
$8k–$77k/yr
Company: US1985 Greco Concord South California (Concord Foods, Inc.) Sales Territory: US-CA-Los Angeles Zip Code: 91746 Travel Percentage: Up to 50% Compensation Range: $8,160.00 - $76,500.00 The compensation range provi…
Skills: Consultative Sales, Relationship Management, Time Management, Customer Relations, MS Outlook
Los Angeles, California, United States · On-site
$109k–$163k/yr
Company: US1985 Greco Concord South California (Concord Foods, Inc.) Sales Territory: US-CA-Corona, US-CA-Palm Desert, US-CA-Palm Springs, US-CA-Riverside, US-CA-Temecula Zip Code: 91746 Travel Percentage: Up to 50% Comp…
Skills: Leadership, Coaching, Sales Management, Customer Service, Project Management
Los Angeles, California, United States · Hybrid
$159k–$255k/yr
“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—an…
Skills: Sales Leadership, Team Management, Performance Management, Coaching And Mentoring, Strategic Planning
Los Angeles, California, United States · On-site
$80k–$120k/yr
Location: Los Angeles, CA Region: West (Key markets include California, Nevada, Arizona, Utah) Department: Sales Type: Full-Time Schedule: Monday–Friday (evenings/weekends as needed for venue outreach) Compensation: Base…
Skills: Prospecting, Negotiation, Closing, Relationship Building, Account Management
Los Angeles, California, United States · On-site
$128k–$163k/yr
Salary Range $128,000 - $163,000* Job Description: What This Position is All About: As a strategic partner to the Stores organization, the Senior Manager, Merchandising will support and drive the merchandise strategy at …
Skills: Retail Merchandising, Planning, Financial Analysis, Retail Math, Project Management
Los Angeles, California, United States · On-site
$23/hr–$26/hr
Join Our Team as a Dental Treatment Coordinator! 🦷✨ A Dental Treatment Coordinator at Children’s Dental FunZone is a friendly, patient-focused professional who helps families confidently navigate their child’s dental ca…
Skills: Dental Sales, Treatment Coordination, Customer Service, Dentrix, Insurance Verification
Los Angeles, California, United States · On-site
$22/hr–$23/hr
AudioNova, part of Sonova Location: Encino, CA 17135 Ventura Blvd. Encino, CA 91316 Current pay: $22.00-23.00 an hour + Sales Incentive Bonus! Clinic Hours: Monday-Friday 8:00am-5:00pm/1 hr lunch What We Offer: 401K with…
Skills: Patient Scheduling, Insurance Verification, Customer Service, Microsoft Office, Microsoft Outlook
Los Angeles, California, United States · On-site
$58k–$75k/yr
Job DetailsJob Location: LOS ANGELES, CA 90045Salary Range: $58,382.00 - $75,000.00 SalarySUMMARY Reporting daily to the company headquarters in Los Angeles, the Sales Operations Analyst role is will be responsible for p…
Skills: Purchase Order Management, Product Sourcing, Delivery Coordination, Data Management, Microsoft Excel
Los Angeles, California, United States · On-site
$58k–$75k/yr
Job DetailsJob Location: LOS ANGELES, CA 90045Salary Range: $58,382.00 - $75,000.00 SalarySUMMARY Reporting daily to the company headquarters in Los Angeles, the Sales Operations Analyst role is will be responsible for p…
Skills: Purchase Order Management, Product Sourcing, Delivery Coordination, Data Management, Inventory Management
Los Angeles, California, United States · On-site
$21/hr–$27/hr
Our Story We think shopping should be fun. Actually, really fun. As in scoring our exclusive collection of colorful, classic styles at prices that can’t be beat. A fan of lots of options in amazing fits? You’ve got it. L…
Skills: Retail Management, Visual Merchandising, Store Operations, Recruiting, Training And Development
Los Angeles, California, United States · On-site
$21/hr–$27/hr
Our Story We think shopping should be fun. Actually, really fun. As in scoring our exclusive collection of colorful, classic styles at prices that can’t be beat. A fan of lots of options in amazing fits? You’ve got it. L…
Skills: Retail Management, Visual Merchandising, Store Operations, Recruiting, Training And Development
Irvine, California, United States · On-site
7195 - Irvine - 9501 Research Dr, Irvine, California, 92618 CarMax, the way your career should be! Position Overview As a CA Sales Consultant Trainee, you will be the face of CarMax, delivering an iconic customer experie…
Skills: Customer Service, Interpersonal Communication, Active Listening, Sales, Relationship Building
Los Angeles, California, United States · On-site
Starting Hourly Rate / Salario por Hora Inicial: $19.25 USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and cu…
Skills: Visual Merchandising, Guest Service, Inventory Management, Retail Operations, Communication Skills
Los Angeles, California, United States · On-site
Starting Hourly Rate / Salario por Hora Inicial: $19.25 USD per hour ALL ABOUT TARGET Working at Target means helping all families discover the joy of everyday life. We bring that vision to life through our values and cu…
Skills: Visual Merchandising, Guest Service, Inventory Management, Retail Operations, Communication Skills
Beverly Hills, California, United States • On-site
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Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads to internal partners.
Requires Series 7 and 66 licenses and at least one year of experience in the investments and financial services industry. Candidates must be able to meet sales goals and comply with SAFE Act registration requirements.
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.
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.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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.
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 currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year 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 your 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 an 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
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
Monday-Friday Open availability required + some Saturdays
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Please note that while this requisition includes multiple locations, there is not an immediate opening at every location listed.
Pay Transparency details
US - CA - Alhambra - 160 E Main St - ALHAMBRA MAIN OFFICE (CA8108), US - CA - Arcadia - 1234 S Baldwin Ave - WEST ARCADIA BC (CA9107), US - CA - Beverly Hills - 9454 WILSHIRE BLVD (CA9200), US - CA - El Monte - 11138 Main St - EL MONTE BC (CA8110), US - CA - Hollywood - 6300 Sunset Blvd - HOLLYWOOD MAIN OFFICE (CA9143), US - CA - Los Angeles - 100 N Larchmont Blvd - LARCHMONT VILLAGE BC (CA9132), US - CA - Los Angeles - 2420 Glendale Blvd - SILVER LAKE-GLENDALE BC (CA9158), US - CA - Los Angeles - 3320 W Olympic Blvd - WESTERN-OLYMPIC BC (CA9136), US - CA - Los Angeles - 3442 Wilshire Blvd - WILSHIRE CENTER BC (CA9133), US - CA - Los Angeles - 5420 WILSHIRE BLVD - WILSHIRE- LABREA (CA9201), US - CA - Los Angeles - 7900 Melrose Ave - MELROSE-FAIRFAX BC (CA9175), US - CA - Los Angeles - 8501 W Pico Blvd - PICO-LA CIENEGA BC (CA9117), US - CA - Monterey Park - 110 W Garvey Ave - MONTEREY PARK BC (CA8163), US - CA - Monterey Park - 300 N Atlantic Blvd - ATLANTIC-GARVEY BC (CA8201), US - CA - Pasadena - 145 W California Blvd - CALIF AND PASADENA BC (CA9183), US - CA - Pasadena - 3555 E Foothill Blvd - FOOTHILL-ROSEMEAD BC (CA8151), US - CA - San Gabriel - 102 E Las Tunas Dr - SAN GABRIEL BC (CA8132), US - CA - South Pasadena - 929 Fair Oaks Ave - SOUTH PASADENA BC (CA9164), US - CA - West Hollywood - 8921 Santa Monica Blvd - WEST HOLLYWOOD BC (CA9103)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis 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.BenefitsThis 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.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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