Client-Focused Investment & Financial Planning Advisor

Bank of America; Whittier (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Advisor who provides comprehensive advice and customized solutions to clients to help them reach financial goals. The role includes triaging client leads, referring to partners based on needs, reviewing goals, building financial plans, and recommending brokerage products.

You will complete required licenses and trainings, with SAFE Act registration requirements.

Qualifications

• Requires Series 7 & 66 licenses (or 63/65 with plan to complete missing series) and financial industry experience.
• Experience in sales or financial services with meeting/exceeding goals.
• Ability to build relationships, collaborate, communicate clearly, and manage time effectively.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma

Job description

Bank of America in the United States is seeking a Financial Advisor who provides comprehensive advice and customized solutions to clients to help them reach financial goals. The role includes triaging client leads, referring to partners based on needs, reviewing goals, building financial plans, and recommending brokerage products.

You will complete required licenses and trainings, with SAFE Act registration requirements.