Investment & Financial Planning Advisor

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

Benefits offered by this job

Benefits

Incentive plan

Job summary

Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial plans using brokerage products. You will triage leads, refer to partners, and guide clients toward suitable investment solutions.

This role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments or financial services, and strong relationship-building skills. It offers a 40-hour week, on-site work, and competitive benefits.

Qualifications

• Holds required licenses (e.g., Series 7 & 66; or 63/65 in lieu of 66) and relevant registrations.
• Minimum 1 year in investments or financial services; sales experience with goals.
• Strong relationship-building, communication, and regulatory due diligence in daily activities.

Responsibilities

• Triages client requests and makes referrals to appropriate internal service providers.
• Plans client financial goals and builds financial plans with investment products.
• Recommends banking and investments strategies aligned with client goals.
• Provides coaching to referral partners based on client needs and product services.
• Manages risk as part of daily activities and maintains regulatory standards.

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

Job description

Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial plans using brokerage products. You will triage leads, refer to partners, and guide clients toward suitable investment solutions.

This role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments or financial services, and strong relationship-building skills. It offers a 40-hour week, on-site work, and competitive benefits.