Financial Planning & Investment Advisor

Bank of America Corporation; San Francisco (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America Corporation seeks an experienced financial advisor to triage leads, build financial plans, and refer clients to banking or investment solutions. You will meet regulatory requirements and maintain good standing under SAFE Act for mortgage originations.

The role emphasizes client relationship building, goal setting, and collaboration with partners to deliver comprehensive financial guidance in a fast-paced environment.

Qualifications

• Holds Series 7 & 66 licenses; or 63/65 with plan to pass missing series within 60 days.
• At least 1 year in investments and knowledge of investment products.
• At least 1 year in financial services or sales with goals met.
• Ability to set and achieve goals and build relationships.
• Effective collaboration and client-facing communication.
• Strong time management and regulatory due diligence.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or center connections.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Written Communications

Active Listening

Attention to Detail

Risk Management

Client Relationships

Sales Experience

Communication

Education

High School Diploma

GED

Job description

Bank of America Corporation seeks an experienced financial advisor to triage leads, build financial plans, and refer clients to banking or investment solutions. You will meet regulatory requirements and maintain good standing under SAFE Act for mortgage originations.

The role emphasizes client relationship building, goal setting, and collaboration with partners to deliver comprehensive financial guidance in a fast-paced environment.