Financial Solutions Advisor & Wealth Planner

Bank of America; Oakland (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 seeking a Finance Advisor in Oakland, California. This role involves helping clients achieve their financial goals through comprehensive advice and customized solutions. Key responsibilities include triaging client leads, recommending banking products, and reviewing investment objectives.

Candidates should hold Series 7 & 66 licenses and have experience in the investment industry. The position offers a salary between $70,000 and $80,000, depending on experience, along with industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• Experience in a financial services sales environment with met goals.

Responsibilities

• Work with clients to plan financial goals using brokerage products.
• Recommend banking strategies that align with client needs.
• Triages client requests and makes referrals to internal 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 seeking a Finance Advisor in Oakland, California. This role involves helping clients achieve their financial goals through comprehensive advice and customized solutions. Key responsibilities include triaging client leads, recommending banking products, and reviewing investment objectives.

Candidates should hold Series 7 & 66 licenses and have experience in the investment industry. The position offers a salary between $70,000 and $80,000, depending on experience, along with industry-leading benefits.