Investment & Financial Planning Advisor

Bank of America; San Marino (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals and build a financial plan, and recommend brokerage products.

This role requires completing licenses and trainings and SAFE Act registration. The position emphasizes in-office collaboration, ongoing learning, and a client-focused approach,

Qualifications

• Requires Series 7 and 66 licenses; 63/65 acceptable with condition.
• Minimum one year experience in investments or financial services or a sales environment with goals.
• Strong relationship-building and communication skills.
• Ability to work in a fast-paced, regulatory environment.

Responsibilities

• Triages client leads and refers to appropriate internal service providers based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds a financial plan.
• Recommends brokerage products to align with client needs and goals.
• Provides coaching and feedback to referral partners based on client needs and product services.
• Manages risk and ensures regulatory due diligence in daily activities.

Skills

Series 7 license

Series 66 license

Client relationship building

Financial planning

Regulatory knowledge

Sales experience

Education

High School Diploma/GED

Job description

Bank of America is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals and build a financial plan, and recommend brokerage products.

This role requires completing licenses and trainings and SAFE Act registration. The position emphasizes in-office collaboration, ongoing learning, and a client-focused approach,