Investment & Financial Planning Advisor

Bank of America; Foster City (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is hiring an advisor-focused role to deliver comprehensive financial solutions and personalized planning. You will triage leads, refer to business partners, and meet with clients to review goals, build plans, and recommend brokerage products.

The role requires licenses and ongoing training to stay compliant with SAFE Act standards. Ideal candidates bring at least one year in investments, strong relationship skills, and a client-first mindset to support Responsible Growth and

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66) with a plan to obtain missing licenses within 60 days.
• Minimum 1 year of investments experience and knowledge of investment products and services.
• Experience in financial services or a sales environment with defined goals.
• Strong relationship building and client service abilities.
• Excellent communication and time management skills.
• Familiarity with regulatory due diligence and SAFE Act requirements.

Responsibilities

• Triages client leads and refers to internal partners based on client needs and assets.
• Meets with clients to review financial goals, builds financial plans, and recommends brokerage products.
• Provides coaching to referral partners and expands client relationships.
• Mitigates risk and ensures alignment with regulatory requirements.
• Identifies new clients through referrals and center clientele.

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 is hiring an advisor-focused role to deliver comprehensive financial solutions and personalized planning. You will triage leads, refer to business partners, and meet with clients to review goals, build plans, and recommend brokerage products.

The role requires licenses and ongoing training to stay compliant with SAFE Act standards. Ideal candidates bring at least one year in investments, strong relationship skills, and a client-first mindset to support Responsible Growth and