Investment & Financial Planning Advisor

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

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and build a financial plan.

Builds financial plans, recommends brokerage products, and maintains required licenses and trainings. The position requires SAFE Act registration for certain mortgage originations and adherence to regulatory due

Qualifications

• Requires Series 7 & 66 licenses (or 63/65 with condition that 66 is obtained).
• At least 1 year in investments with knowledge of products and services.
• At least 1 year in financial services or sales with goals met or exceeded.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Attention to Detail

Risk Management

Pipeline Management

Client Solutions Advisory

Policies, Procedures, and Guidelines

Communication

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and build a financial plan.

Builds financial plans, recommends brokerage products, and maintains required licenses and trainings. The position requires SAFE Act registration for certain mortgage originations and adherence to regulatory due