Financial Planning & Investment Advisor

Bank of America; South Pasadena (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a client advisory professional to provide comprehensive financial guidance, triage leads, and refer clients to suitable partners. You will meet with clients to review goals, build plans, and recommend brokerage products to help them achieve financial milestones.

Role requires regulatory licenses and prior investments experience, with a focus on delivering solutions while maintaining compliance in a dynamic, in-office environment.

Qualifications

• Requires Series 7 & 66 (or 63/65 combo) licenses.
• Minimum 1 year in investments or financial services.
• 1 year in sales with meeting/exceeding goals.

Responsibilities

• Plan client finances and build a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with goals.
• Triages client requests and refers to internal service providers by need and assets.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Pipeline Management

Causation Analysis

Client Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client advisory professional to provide comprehensive financial guidance, triage leads, and refer clients to suitable partners. You will meet with clients to review goals, build plans, and recommend brokerage products to help them achieve financial milestones.

Role requires regulatory licenses and prior investments experience, with a focus on delivering solutions while maintaining compliance in a dynamic, in-office environment.