Strategic Financial Advisor & Investment Planner

Bank of America; San Francisco (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is hiring a Financial Advisor to provide comprehensive financial guidance, develop client plans, and refer clients to appropriate partners. The role emphasizes meeting regulatory requirements, building client relationships, and driving responsible growth.

You will triage client needs, present brokerage and banking solutions, and collaborate with partners to expand the client base while maintaining high standards of risk management.

Qualifications

• Currently holds Series 7 & 66 licenses; 63/65 in lieu of 66 may be acceptable with passing score within 60 days.
• At least 1 year experience in the investments industry and financial services/sales environment with goals.
• Ability to plan, build relationships, and collaborate to meet client needs.
• Strong regulatory due diligence and risk awareness in daily activities.

Responsibilities

• Plan clients' short- and long-term financial goals and build a brokerage-focused financial plan.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Provide coaching and feedback to referral partners.
• Identify potential new clients through referrals or financial center clientele.

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 hiring a Financial Advisor to provide comprehensive financial guidance, develop client plans, and refer clients to appropriate partners. The role emphasizes meeting regulatory requirements, building client relationships, and driving responsible growth.

You will triage client needs, present brokerage and banking solutions, and collaborate with partners to expand the client base while maintaining high standards of risk management.