Financial Planning & Investment Advisor

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

Job summary

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals.

Key responsibilities include triaging leads, coordinating referrals to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products. Licenses such as Series 7/66 are required, and SAFE Act registration applies.

Qualifications

• High School Diploma or equivalent required.
• Series 7 and 66 licenses required (or 63/65 with condition).
• SAFE Act registration required for residential loan mortgage originations.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals.

Key responsibilities include triaging leads, coordinating referrals to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products. Licenses such as Series 7/66 are required, and SAFE Act registration applies.