Investments & Financial Planning Advisor

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

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Role requires active licenses (Series 7 & 66 preferred; 63/65 acceptable) and a track record in investments and financial services.

Qualifications

• Licensed Series 7 & 66 required; 63/65 in lieu acceptable.
• 1 year experience in investments industry with knowledge of products and services.
• 1 year in financial services or a sales environment with meeting/exceeding goals.

Responsibilities

• Plans client financial goals by building plans with brokerage products (stocks, bonds, funds, annuities).
• Recommends banking and investment strategies aligned to client goals.
• Triages client requests and referrals to appropriate internal partners.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and services.

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

Tools

Series 7 & 66 licenses

63/65 alternative

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, making referrals, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Role requires active licenses (Series 7 & 66 preferred; 63/65 acceptable) and a track record in investments and financial services.