Client-Focused Financial Advisor

Bank of America; California (MO); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Incentive plan

Benefits

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive advisory services, build tailored financial plans, and recommend brokerage products to help clients achieve their goals.

The role involves triaging leads, referring to partners, meeting with clients to review goals, and expanding knowledge through required licenses. SAFE Act registration applies, with background checks and training required.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 with plan to pass 66).
• At least 1 year in investments and financial services sales.
• Ability to set and achieve goals and build client relationships.

Responsibilities

• Plan clients' financial goals and build financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals or existing clientele.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Risk Management

Education

High School Diploma / GED

Tools

CRM / Banking Software

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive advisory services, build tailored financial plans, and recommend brokerage products to help clients achieve their goals.

The role involves triaging leads, referring to partners, meeting with clients to review goals, and expanding knowledge through required licenses. SAFE Act registration applies, with background checks and training required.