Investments & Banking Solutions Advisor

Bank of America; Castro Valley (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide tailored financial guidance, triage client leads, and refer to partners to meet client goals. You will develop financial plans and recommend brokerage products, with required licenses and ongoing training.

This role emphasizes client relationships and regulatory compliance. Open to multiple financial centers in the US, with a schedule Monday–Friday and some Saturdays.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

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

CFP / CRPC (Desirable)

Insurance licenses

Job description

Bank of America is seeking a Financial Advisor to provide tailored financial guidance, triage client leads, and refer to partners to meet client goals. You will develop financial plans and recommend brokerage products, with required licenses and ongoing training.

This role emphasizes client relationships and regulatory compliance. Open to multiple financial centers in the US, with a schedule Monday–Friday and some Saturdays.