Investment & Financial Planning Advisor

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

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

In-office collaboration

Job summary

Bank of America is seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, routing referrals, and meeting with clients to review goals, build financial plans, and recommend brokerage products.

The position requires SAFE Act registration and valid securities licenses. You will work in a collaborative, in-office environment with ongoing training and development opportunities.

Qualifications

• Currently holds Series 7 & 66 licenses; 63 & 65 may be accepted with a passing score in 60 days.
• At least one year of investments experience and financial services exposure.
• Sales experience meeting or exceeding goals in a financial setting.

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 referrals to appropriate internal providers.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or center activity.
• 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

Tools

CFP

CRPC

Insurance licenses

Job description

Bank of America is seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, routing referrals, and meeting with clients to review goals, build financial plans, and recommend brokerage products.

The position requires SAFE Act registration and valid securities licenses. You will work in a collaborative, in-office environment with ongoing training and development opportunities.