Strategic Financial Advisor & Planner

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a role providing comprehensive financial guidance and customized client solutions. The position involves triaging leads, referring to partners, and meeting with clients to review goals and build financial plans using brokerage products.

Required licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services. Strong relationship skills and time management are essential for success in a fast-paced environment.

Qualifications

• Holds FINRA Series 7 and 66 licenses (63/65 acceptable).
• 1+ year in investments and financial services or a sales environment.
• Experience meeting or exceeding sales goals and building client relationships.
• Ability to manage time and multitask in a fast-paced environment.

Responsibilities

• Plan client financial goals and build a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and referrals to internal service providers.
• Identify and engage potential new clients through referrals or existing clients.

Skills

Series 7 & 66 licenses

Investments knowledge

Sales experience

Relationship building

Time management

Regulatory due diligence

Education

High School Diploma / GED

Tools

CRM systems

Job description

Bank of America is hiring for a role providing comprehensive financial guidance and customized client solutions. The position involves triaging leads, referring to partners, and meeting with clients to review goals and build financial plans using brokerage products.

Required licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services. Strong relationship skills and time management are essential for success in a fast-paced environment.