Investment Solutions Advisor - Financial Planning & Brokerage

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

Job summary

Bank of America seeks an advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, review goals with clients, build plans and recommend brokerage products.

You will complete required licenses and training, including SAFE Act registration, and maintain good standing with regulatory checks. Open Monday–Friday with some Saturday availability; role entails in-office collaboration within an investment/banking environment with growth

Qualifications

• Requires Series 7 & 66 licenses, or 63/65 with condition to pass missing series within 60 days.
• Minimum 1 year in investments and financial services, plus sales experience.
• Ability to set and meet goals, build relationships and work in a fast-paced environment.
• Compliance with regulatory due diligence and SAFE Act requirements.

Responsibilities

• Triages client leads and refers to appropriate partners based on needs and asset thresholds.
• Meets with clients to review goals, build financial plans and recommend brokerage products.
• Provides coaching to referral partners and manages risk in daily activities.
• Plays a role in banking and investments strategy aligned with client goals.

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 seeks an advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, review goals with clients, build plans and recommend brokerage products.

You will complete required licenses and training, including SAFE Act registration, and maintain good standing with regulatory checks. Open Monday–Friday with some Saturday availability; role entails in-office collaboration within an investment/banking environment with growth