Financial Planning & Investment Advisor

Bank of America

Garden Grove (CA)

On-site

USD 85,000 - 115,000

Full time

6 days ago

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Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, coordinate with partners, review goals, and develop plans while meeting licensing and training requirements.

The role follows SAFE Act registration and background checks. The position emphasizes building trust, nurturing relationships, and managing client plans with a focus on responsible growth and client outcomes

Qualifications

Requires Series 7 & 66 licenses (or 63/65 with condition that 66 is passed within 60 days).
1+ year experience in investments and/or financial services sales.
Proven ability to set and achieve goals and build strong client relationships.
Strong communication and regulatory due diligence in daily activities.

Responsibilities

Plan clients' short and long-term financial goals and build financial plans using brokerage products.
Recommend banking and investment strategies aligned with client goals and needs.
Triages client requests and refers to appropriate internal service providers based on asset thresholds.
Mitigate and control risk as part of daily activities.
Identify potential new clients through referrals or financial center contacts.
Provide coaching and feedback to referral partners based on client needs.