Financial Solutions Advisor: Craft Plans for Clients

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

Job summary

Bank of America in California seeks a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.

Role requires Series 7 & 66 licenses, ongoing training, and SAFE Act registration for mortgage activities; strong relationship skills are essential.

Qualifications

• Current Series 7 and 66 licenses, or Series 63/65 with plan to pass missing within 60 days.
• At least one year of experience in investments and financial services sales.
• Ability to build and review financial plans and recommend brokerage products.
• Strong relationship-building and communication skills.
• Knowledge of regulatory due diligence and risk controls.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Risk Management

Written Communications

Attention to Detail

Pipeline Management

Education

Certified Financial Planner (CFP) designation

Chartered Retirement Planning Counselor (CRPC) designation

Insurance licenses

Job description

Bank of America in California seeks a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products.

Role requires Series 7 & 66 licenses, ongoing training, and SAFE Act registration for mortgage activities; strong relationship skills are essential.