Investments & Financial Planning Advisor

Bank of America Corporation; Visalia (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America Corporation is hiring a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role includes triaging leads, making referrals to business partners, meeting clients to review financial and investment goals, and building detailed financial plans.

You will expand knowledge through required licenses and training while complying with SAFE Act regulations. Responsibilities include constructing client plans with brokerage products, recommending

Qualifications

• Must hold Series 7 & 66 licenses or 63/65 with requirement to complete missing series within 60 days.
• Experience in investments and financial services.
• Sales experience with goals met or exceeded.
• Strong relationship-building and client-facing skills.
• Clear, effective communication with clients and partners.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Triage client leads and refer to internal partners based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals and build a financial plan.
• Recommend brokerage products and banking solutions to meet client objectives.
• Provide coaching to referral partners and maintain regulatory compliance.
• Identify potential new clients through referrals or current client base.
• Mitigate and manage risk as part of daily activities.

Skills

Client relationships

Communication

Time management

Regulatory due diligence

Sales aptitude

Financial goals planning

Education

High School Diploma / GED

Job description

Bank of America Corporation is hiring a Financial Advisor to provide comprehensive advice and customized solutions to clients. The role includes triaging leads, making referrals to business partners, meeting clients to review financial and investment goals, and building detailed financial plans.

You will expand knowledge through required licenses and training while complying with SAFE Act regulations. Responsibilities include constructing client plans with brokerage products, recommending