Investment & Financial Planning Advisor

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

Benefits offered by this job

Benefits package

Job summary

Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients, helping them reach their goals. The role includes triaging leads, referring to business partners, and reviewing goals with clients to build a tailored financial plan and investment recommendations.

Requirements include knowledge of regulatory due diligence, series licenses, and a focus on service quality.

Qualifications

• Bachelor not required for this role; a High School Diploma or GED is required.
• Licensing in financial products may be needed per regulatory rules and role responsibilities.
• Strong understanding of client needs and financial services products.

Responsibilities

• Plan client financial goals and develop banking and investment strategies.
• Triages client requests and makes referrals to internal partners.
• Builds and updates financial plans using brokerage products and services.
• Mitigates risk as part of daily activities and compliance checks.
• Engages new clients through referrals and existing center relationships.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients, helping them reach their goals. The role includes triaging leads, referring to business partners, and reviewing goals with clients to build a tailored financial plan and investment recommendations.

Requirements include knowledge of regulatory due diligence, series licenses, and a focus on service quality.