Investment Solutions & Planning Advisor

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is hiring in California for a role focused on providing comprehensive financial advice and customized solutions to clients. The position involves triaging leads, referrals to partners, meeting with clients to review financial and investment goals, and building financial plans with brokerage products.

The role requires required licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and sales experience with a track record of achieving goals.

Qualifications

• Requires Series 7 and 66 (63/65 in lieu).
• Minimum 1 year in investments or financial services.
• Proven sales experience and goal attainment.

Responsibilities

• Build financial plans and recommend brokerage products.
• Triages client requests and makes referrals to internal partners.
• Plan with clients to meet short- and long-term financial goals.
• Mitigate risk as part of daily activities.
• Engage potential new clients through referrals or existing center clientele.

Skills

Account Management

Advisory

Client Experience

Communication

Time Management

Risk Management

Education

High School Diploma or equivalent

Job description

Bank of America is hiring in California for a role focused on providing comprehensive financial advice and customized solutions to clients. The position involves triaging leads, referrals to partners, meeting with clients to review financial and investment goals, and building financial plans with brokerage products.

The role requires required licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and sales experience with a track record of achieving goals.