Investment & Banking Solutions Advisor

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

Benefits offered by this job

Incentive plan eligibility

Industry-leading benefits

Paid time off

Job summary

Bank of America Corporation in California is hiring for a financial advisor role focused on comprehensive client guidance and personalized solutions to help achieve financial goals. You will triage leads, refer to partners, review goals, and build financial plans using brokerage products, while completing required licenses and SAFE Act registrations.

The position emphasizes risk management, relationship-building, and collaboration with internal partners to serve clients across multiple

Qualifications

• Current Series 7 & 66 licenses; or 63 & 65 in lieu of 66, with passing the missing series within 60 days.
• At least 1 year of investments industry experience.
• At least 1 year in financial services or sales with goals met or exceeded.
• Proven ability to set and achieve goals and build strong relationships.
• Effective collaboration and communication; comfortable engaging clients.
• Time management and ability to work in a fast-paced environment.
• Regulatory due diligence and SAFE Act familiarity.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on 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 based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in California is hiring for a financial advisor role focused on comprehensive client guidance and personalized solutions to help achieve financial goals. You will triage leads, refer to partners, review goals, and build financial plans using brokerage products, while completing required licenses and SAFE Act registrations.

The position emphasizes risk management, relationship-building, and collaboration with internal partners to serve clients across multiple