Financial Planning & Investment Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive plan based on performance

Job summary

Bank of America is hiring in Concord, California for a position that involves providing comprehensive financial advice and customized solutions to clients. The role focuses on triaging client leads, reviewing financial and investment objectives, and recommending brokerage products.

Candidates should hold Series 7 & 66, have at least one year of financial service experience, and the ability to manage client relationships effectively. The salary ranges from $70,000 to $80,000 annually with additional incentive opportunities.

Qualifications

• Currently holds Series 7 & 66 (or 63/65 in lieu of 66).
• At least one year of experience in the investments industry.
• Ability to efficiently manage time and adapt to client needs.

Responsibilities

• Work with clients to build financial plans with brokerage products.
• Recommend banking and investment strategies.
• Identify and engage potential new clients.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in Concord, California for a position that involves providing comprehensive financial advice and customized solutions to clients. The role focuses on triaging client leads, reviewing financial and investment objectives, and recommending brokerage products.

Candidates should hold Series 7 & 66, have at least one year of financial service experience, and the ability to manage client relationships effectively. The salary ranges from $70,000 to $80,000 annually with additional incentive opportunities.