Investments & Financial Planning Advisor

Bank of America; Los Angeles (CA); On-site; USD 80,000 - 170,000; Full time

Job summary

Bank of America seeks a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referrals to partners based on needs, and building financial plans with brokerage products.

You will complete required licenses and trainings; SAFE Act registration is required for residential mortgage originations.

Qualifications

• Currently holds Series 7 & 66 licenses; 63/65 in lieu of 66 accepted with passing score within 60 days.
• Minimum 1 year experience in investments or financial services; sales environment with goals.
• Ability to build and nurture client relationships; strong communication skills.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communication

Active Listening

Attention to Detail

Risk Management

Written Communication

Pipeline Management

Education

High School Diploma

Job description

Bank of America seeks a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referrals to partners based on needs, and building financial plans with brokerage products.

You will complete required licenses and trainings; SAFE Act registration is required for residential mortgage originations.