Financial Planning & Investment Advisor

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

Benefits offered by this job

Competitive benefits

Paid time off

Diversity and inclusion

Job summary

Bank of America is hiring a licensed financial professional in Westminster, CA area to provide comprehensive financial advice and customized solutions. You will triage client leads, refer to partners based on needs, and meet with clients to review goals and build a financial plan using brokerage products.

Role requires Series 7 and 66 licenses, with potential 63/65 substitution and a pass within 60 days. SAFE Act registration and background checks apply, and excellent client relationships are

Qualifications

• Series 7 and 66 licenses required (63/65 acceptable with condition to pass missing series within 60 days)
• At least 1 year experience in investments with knowledge of investment products and services
• At least 1 year experience in financial services or a sales environment with goals met or exceeded

Responsibilities

• Triages client leads and builds financial plans with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommends banking and investments strategies aligned with client goals
• 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 client needs and potential product services

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 / Secondary School or equivalent

Job description

Bank of America is hiring a licensed financial professional in Westminster, CA area to provide comprehensive financial advice and customized solutions. You will triage client leads, refer to partners based on needs, and meet with clients to review goals and build a financial plan using brokerage products.

Role requires Series 7 and 66 licenses, with potential 63/65 substitution and a pass within 60 days. SAFE Act registration and background checks apply, and excellent client relationships are