Investment & Financial Planning Advisor

Bank of America

Richmond (CA)

On-site

USD 70,000 - 80,000

Full time

14 days+

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Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions. The role includes triaging client leads, making referrals to partners based on client needs and asset thresholds, and reviewing goals with clients to build a robust financial plan using brokerage products.

The position requires Series 7 and 66 licenses (63/65 in lieu), SAFE Act registration, and ongoing training.

Qualifications

One year minimum experience in investments with knowledge of investment products and services.
One year minimum experience in financial services or sales with goals met or exceeded.
Series 7 & 66 licenses at minimum; if missing 66 but holding 63/65, an offer can be extended with passing of missing series within 60 days.

Responsibilities

Plan client financial goals by building a financial plan with brokerage products.
Recommend banking and investment strategies aligned with client goals.
Triages client requests and makes referrals to internal service providers.
Mitigate and control risk as part of daily activities.
Identify and engage potential new clients through referrals or center clientele.
Provide coaching and feedback to referral partners.