Investment & Financial Planning Advisor

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

Benefits offered by this job

Incentive plan

Industry-leading benefits

Job summary

Bank of America is seeking a licensed financial advisor to provide comprehensive client guidance and customized financial plans. You will triage leads, refer to partners, meet with clients on goals, and recommend brokerage products while completing required trainings and SAFE Act registration.

The role emphasizes relationship-building, regulatory due diligence, and proactive client engagement within a structured, in-office environment.

Qualifications

• Holds Series 7 & 66 licenses; 63/65 in lieu possible
• 1+ year in investments industry or financial services sales
• Strong goal-setting and relationship-building abilities
• Excellent communication and time-management skills

Responsibilities

• Build financial plans with brokerage products (stocks, bonds, funds, annuities) and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal partners
• Mitigates risk as part of daily activities
• Identify potential new clients through referrals or existing client base
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Oral Communications

Active Listening

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a licensed financial advisor to provide comprehensive client guidance and customized financial plans. You will triage leads, refer to partners, meet with clients on goals, and recommend brokerage products while completing required trainings and SAFE Act registration.

The role emphasizes relationship-building, regulatory due diligence, and proactive client engagement within a structured, in-office environment.