Brokerage & Financial Planning Advisor

Bank of America; Los Alamitos (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, triaging leads, and referring to internal partners.

You will meet with clients to review financial and investment goals, build financial plans, and recommend brokerage products. The role requires licenses and adherence to SAFE Act registration, with potential in-office collaboration and flexible role adaptations.

Qualifications

• Must have strong advisory and client-facing skills.
• Experience in investment products and services desired.
• Excellent communication and relationship-building abilities.

Responsibilities

• Triages client leads and makes referrals to internal partners.
• Meets with clients to review financial and investment goals.
• Builds comprehensive financial plans including brokerage products.
• Recommends banking and investment strategies aligned with goals.
• Provides coaching to referral partners and clients on services.
• Manages risk and ensures regulatory due diligence in daily activities.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Relationship Building

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, triaging leads, and referring to internal partners.

You will meet with clients to review financial and investment goals, build financial plans, and recommend brokerage products. The role requires licenses and adherence to SAFE Act registration, with potential in-office collaboration and flexible role adaptations.