Investment & Financial Planning Advisor

Bank of America; Culver City (CA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Bank of America is seeking a licensed financial professional to provide comprehensive advisory services and customized solutions to clients. The role involves triaging leads, referring to partners, reviewing financial goals, building a plan, and recommending brokerage products.

With required licenses and training, the position supports SAFE Act registration and background checks. It emphasizes in-office collaboration with flexible role-based adjustments and a focus on client-first service.

Qualifikationen

• Requires Series 7 and 66 licenses, or 63/65 with plan to complete missing license
• At least one year in the investments or financial services industry
• Sales experience with goals met or exceeded
• Ability to build and nurture client relationships
• Regulatory due diligence and SAFE Act knowledge

Aufgaben

• Works with clients to plan short and long-term financial goals with brokerage products
• Recommends banking and investment strategies
• Triages client requests and referrals to internal service providers
• Mitigates and controls risk in daily activities
• Identifies potential new clients through referrals or existing clientele
• Provides coaching to referral partners

Kenntnisse

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America is seeking a licensed financial professional to provide comprehensive advisory services and customized solutions to clients. The role involves triaging leads, referring to partners, reviewing financial goals, building a plan, and recommending brokerage products.

With required licenses and training, the position supports SAFE Act registration and background checks. It emphasizes in-office collaboration with flexible role-based adjustments and a focus on client-first service.