Investment & Banking Solutions Advisor

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

Job summary

Bank of America in Orange, CA is seeking a professional to provide comprehensive advisory services and customized financial solutions. You will triage client leads, refer to business partners, and meet with clients to review goals, building a tailored financial plan and recommending brokerage products.

This role requires SAFE Act registration and ongoing licensing requirements. You'll engage clients to develop financial strategies, manage risk, and coach referral partners while delivering

Qualifications

• Experience in financial services or sales environments with meeting/exceeding goals.
• Strong communication and relationship-building skills.
• Ability to assess client needs and provide advisory solutions.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and routes to internal service providers based on assets.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in Orange, CA is seeking a professional to provide comprehensive advisory services and customized financial solutions. You will triage client leads, refer to business partners, and meet with clients to review goals, building a tailored financial plan and recommending brokerage products.

This role requires SAFE Act registration and ongoing licensing requirements. You'll engage clients to develop financial strategies, manage risk, and coach referral partners while delivering