Investment & Financial Planning Advisor

Bank of America; Sebastopol (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and tailored solutions to help clients reach their financial goals. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build financial plans using brokerage products.

The role requires SAFE Act registration for residential mortgage originations and adherence to related background checks.

Qualifications

• Holding Series 7 and 66 licenses (63/65 in lieu of 66 possible with plan to pass).
• At least 1 year in investments or financial services with product knowledge.
• At least 1 year in sales where goals were met or exceeded.
• Ability to build and nurture client relationships and communicate clearly.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers when appropriate.
• Identify and engage potential new clients through referrals or existing center clientele.
• Provide coaching and feedback to referral partners based on client needs.

Skills

Series 7 & 66 licenses

Investment products knowledge

Sales experience

Relationship building

Effective communication

Time management

Regulatory due diligence

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and tailored solutions to help clients reach their financial goals. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build financial plans using brokerage products.

The role requires SAFE Act registration for residential mortgage originations and adherence to related background checks.