Irvine Financial Solutions Advisor — Client-Focused Wealth

Bank of America; Orange (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is seeking a client-focused Financial Advisor in California to deliver comprehensive financial guidance, brokerage recommendations, and wealth planning support. You will work with clients to review goals, build plans, and refer to partners as needed.

Required licenses (Series 7/66 or equivalents) and at least one year in the investments/financial services sector are essential, along with strong relationship-building, communication, and a results-driven mindset.

Qualifications

• Hold Series 7 and 66 licenses (or equivalents 63/65).
• Minimum 1 year experience in investments and financial services.
• Proven sales experience with meeting or exceeding goals.
• Excellent relationship-building and client communication skills.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or center clients.
• Provide coaching to referral partners based on client needs and product 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

Job description

Bank of America is seeking a client-focused Financial Advisor in California to deliver comprehensive financial guidance, brokerage recommendations, and wealth planning support. You will work with clients to review goals, build plans, and refer to partners as needed.

Required licenses (Series 7/66 or equivalents) and at least one year in the investments/financial services sector are essential, along with strong relationship-building, communication, and a results-driven mindset.