Investment & Financial Planning Advisor

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

Benefits offered by this job

Industry-leading coverage

Paid time off

Incentive plan opportunities

Job summary

Bank of America is seeking a financial advisor in South San Francisco to provide tailored financial advice and solutions to clients. You will triage leads, build financial plans, and recommend suitable products to help clients meet their financial goals.

The role requires strong communication skills and knowledge of the investment industry, along with the ability to manage complex client portfolios efficiently. This position offers a competitive salary and various benefits.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• Excellent relationship-building and communication skills.

Responsibilities

• Build financial plans with brokerage products.
• Recommend banking and investment strategies.
• Triage client requests to appropriate service providers.

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

Job description

Bank of America is seeking a financial advisor in South San Francisco to provide tailored financial advice and solutions to clients. You will triage leads, build financial plans, and recommend suitable products to help clients meet their financial goals.

The role requires strong communication skills and knowledge of the investment industry, along with the ability to manage complex client portfolios efficiently. This position offers a competitive salary and various benefits.