Financial Solutions Advisor – Investment Planning

Bank of America; Menlo Park (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Licenses and trainings are required, including SAFE Act registration for mortgage originations. The role emphasizes relationship-building, compliance, and collaborative execution in a fast-paced banking environment

Qualifications

• Must hold Series 7 and 66 (or 63/65 with 66 to be obtained).
• Strong knowledge of investment products and services.
• Experience in financial services or sales with meeting/exceeding goals.

Responsibilities

• Triages client requests and refers to internal service providers based on needs and assets.
• Develops and reviews financial plans with brokerage products (stocks, bonds, funds, annuities).
• Provides coaching and feedback to referral partners based on client needs.
• Identifies potential new clients through referrals or center clientele.
• Manages risk as part of daily activities.
• Maintains and expands client relationships through effective communication.

Skills

Series 7

Series 66

Investments

Client Relationships

Sales Experience

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Licenses and trainings are required, including SAFE Act registration for mortgage originations. The role emphasizes relationship-building, compliance, and collaborative execution in a fast-paced banking environment