Financial Planning & Investment Advisor

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

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America in California seeks a financial services professional to provide comprehensive advice and customized solutions, triage client leads, and refer to partners based on client needs and assets. The role requires SAFE Act registration and ongoing training to maintain licenses.

Responsibilities include building financial plans with brokerage products, reviewing goals with clients, and delivering tailored banking and investment strategies while managing risk and client relationships in a

Qualifications

• Currently holds Series 7 & 66 licenses; if missing 66 but has 63 or 65, offer contingent on passing missing series within 60 days.
• At least one year experience in the investments industry with training and product knowledge.
• At least one year experience in financial services and/or a sales environment with goals met or exceeded.
• Ability to set and achieve goals and build relationships.
• Strong collaboration, communication, time management, and regulatory due diligence.

Responsibilities

• Plan client financial goals by building a plan with brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on assets.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or center clientele.
• Coach referral partners based on client needs and products.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Written Communications

Education

High school diploma or equivalent

Job description

Bank of America in California seeks a financial services professional to provide comprehensive advice and customized solutions, triage client leads, and refer to partners based on client needs and assets. The role requires SAFE Act registration and ongoing training to maintain licenses.

Responsibilities include building financial plans with brokerage products, reviewing goals with clients, and delivering tailored banking and investment strategies while managing risk and client relationships in a