Investment & Financial Planning Advisor

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

Job summary

Bank of America in Berkeley, CA seeks a client-focused financial advisor to provide advice and customized solutions, triage leads, refer to partners, meet clients, build financial plans, and recommend brokerage products. Completion of required licenses and SAFE Act training is required.

The role emphasizes risk management, regulatory due diligence, and strong client service as you collaborate with internal teams to deliver banking and investment solutions.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Has at least one year experience in financial services or a sales environment.
• Sets and accomplishes goals, building relationships.
• Communicates effectively with clients and colleagues.
• Manages time and navigates a fast-paced environment.

Responsibilities

• Triages client leads and referrals to appropriate internal partners.
• Meets with clients to review financial and investment goals.
• Builds financial plans and recommends brokerage products.
• Applies regulatory due diligence in daily activities.

Job description

Bank of America in Berkeley, CA seeks a client-focused financial advisor to provide advice and customized solutions, triage leads, refer to partners, meet clients, build financial plans, and recommend brokerage products. Completion of required licenses and SAFE Act training is required.

The role emphasizes risk management, regulatory due diligence, and strong client service as you collaborate with internal teams to deliver banking and investment solutions.