Financial Planning & Investments Advisor

Bank of America

Santa Paula (CA)

On-site

USD 70,000 - 80,000

Full time

5 days ago

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Benefits offered by this job

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Job summary

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions for clients, helping them reach financial goals. The role includes triaging leads, referring to partners based on client needs, and meeting with clients to review goals and develop financial plans with brokerage products.

This position requires Series 7 and 66 licenses, at least one year in investments, and compliance with required trainings and SAFE Act registration.

Qualifications

Holds Series 7 and 66 licenses; if missing 66, offer with condition to pass within 60 days.
At least one year experience in the investments industry.
At least one year experience in financial services or a sales environment with goals met.
Demonstrates goal setting, relationship building, collaboration, effective communication, time management, and regulatory due diligence.

Responsibilities

Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
Recommend banking and investment strategies aligned with client goals.
Triages client requests and refers to internal providers based on asset thresholds.
Mitigates and controls risk in daily activities.
Identifies potential new clients through referrals or center clientele.
Provide coaching to partners based on client needs and product services.