Investment & Financial Planning Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring a Financial Advisor to deliver tailored financial advice and investment solutions to clients. You will triage client leads, refer to business partners, and meet clients to review goals and build financial plans.

The role requires securities licenses and at least one year in investments, with a client-focused approach and strong relationship-building skills. You will promote brokerage products while complying with regulatory requirements.

Qualifications

• Holds Series 7 and 66 licenses; if only 63 or 65, an offer can be extended with condition to pass missing series within 60 days.
• Minimum 1 year experience in the investments industry.
• Minimum 1 year experience in financial services or a sales environment with goals met.
• Strong relationship-building and communication skills.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Refer clients to internal service providers based on needs and assets.
• Meet with clients to review financial and investment goals and build a financial plan.
• Coach and provide feedback to referral partners.
• Mitigate and control risk as part of daily activities.

Skills

Series 7 & 66 licenses

Investments knowledge

Client relation building

Communication skills

Goal setting and execution

Time management

Education

High school diploma / GED

Job description

Bank of America is hiring a Financial Advisor to deliver tailored financial advice and investment solutions to clients. You will triage client leads, refer to business partners, and meet clients to review goals and build financial plans.

The role requires securities licenses and at least one year in investments, with a client-focused approach and strong relationship-building skills. You will promote brokerage products while complying with regulatory requirements.