Investment & Financial Planning Advisor

Bank of America; Napa (CA); On-site; USD 90,000 - 160,000; Full time

Job summary

Bank of America is recruiting a Financial Advisor to deliver comprehensive advice and customized solutions to clients. You will triage leads, conduct client meetings, review goals, and build financial plans including brokerage and banking products.

Role requires licenses and ongoing training to meet SAFE Act requirements, with in-person collaboration and a client-centric approach in a structured financial center environment.

Qualifications

• Current Series 7 & 66 licenses; or 63/65 plus plan to obtain 66 within 60 days.
• Minimum 1 year in investments and familiarity with investment products.
• Minimum 1 year in financial services or sales with quota attainment.

Responsibilities

• Triages client leads and refers to business partners per client needs.
• Meets with clients to review financial goals and build plans.
• Recommends brokerage products and banking solutions.
• Maintains regulatory due diligence and complies with SAFE Act requirements.
• Engages with referrals and expands client relationships.
• Provides coaching to referral partners and tracks client needs.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Risk Management

Client Solutions

Pipeline Management

Compliance

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is recruiting a Financial Advisor to deliver comprehensive advice and customized solutions to clients. You will triage leads, conduct client meetings, review goals, and build financial plans including brokerage and banking products.

Role requires licenses and ongoing training to meet SAFE Act requirements, with in-person collaboration and a client-centric approach in a structured financial center environment.