Strategic Financial Planner & Advisory Expert

Bank of America; South Gate (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a client-focused Financial Advisor to provide comprehensive financial guidance and customized brokerage solutions to clients. You will triage leads, refer to partners, and build detailed financial plans to help clients reach their goals.

The role requires Series 7 and 66 licenses (or 63/65 with a plan to complete), and prior experience in investments or financial services. A strong emphasis on relationship building and regulatory compliance is essential.

Qualifications

• Requires Series 7 and 66 licenses (63/65 allowed with completion condition).
• Minimum 1 year in investments or financial services with sales experience.
• Willing to obtain and maintain required regulatory registrations.

Responsibilities

• Triages client needs and refers to appropriate partners.
• Provides comprehensive financial planning and brokerage product recommendations.
• Builds financial plans to help clients achieve goals.
• Maintains strong client relationships and manages risk daily.
• Engages new clients through referrals and center relationships.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused Financial Advisor to provide comprehensive financial guidance and customized brokerage solutions to clients. You will triage leads, refer to partners, and build detailed financial plans to help clients reach their goals.

The role requires Series 7 and 66 licenses (or 63/65 with a plan to complete), and prior experience in investments or financial services. A strong emphasis on relationship building and regulatory compliance is essential.