Investment & Financial Planning Advisor

Bank of America; Fremont (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial services professional to deliver comprehensive advice and customized solutions to clients, reviewing goals, building plans, and applying required licenses. The role requires SAFE Act registration and adherence to background checks.

You will engage with clients to triage leads, build financial plans, and refer to business partners based on asset thresholds. The position emphasizes in-office collaboration, flexible role responsibilities, and ongoing

Qualifications

• Bachelor’s degree not required but emphasis on licenses and licenses requirements.
• Series 7 & 66 licenses required; 63/65 in lieu of 66 accepted.
• 1+ year experience in investments and financial services.
• Sales experience with meeting or exceeding goals.
• Ability to build and nurture relationships with clients.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

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 seeking a financial services professional to deliver comprehensive advice and customized solutions to clients, reviewing goals, building plans, and applying required licenses. The role requires SAFE Act registration and adherence to background checks.

You will engage with clients to triage leads, build financial plans, and refer to business partners based on asset thresholds. The position emphasizes in-office collaboration, flexible role responsibilities, and ongoing