Strategic Financial Planner & Investment Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Displacement transition support

Job summary

Bank of America in California seeks a client-focused financial advisor to deliver comprehensive advice and customized brokerage solutions. You will triage leads, refer to partners, meet clients to review goals, and build detailed financial plans with investment products.

The ideal candidate holds Series 7 and 66 licenses (63/65 accepted) with 1+ year in investments, strong relationship skills, and the ability to work in a fast-paced environment while adhering to regulatory requirements.

Qualifications

• Current Series 7 & 66 licenses (63/65 in lieu of 66).
• At least one year in investments or financial services.
• Sales environment with goals met or exceeded.
• Strong communication and relationship-building skills.
• Ability to work in a fast-paced environment with regulatory due diligence.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage and banking solutions.
• Triages client requests and makes referrals to internal partners.
• Builds financial plans and recommends investment products.
• Mitigates risk and engages potential new clients.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Relationship building

Sales experience

Communication

Education

High School Diploma

Tools

CRM systems

Microsoft Office

Job description

Bank of America in California seeks a client-focused financial advisor to deliver comprehensive advice and customized brokerage solutions. You will triage leads, refer to partners, meet clients to review goals, and build detailed financial plans with investment products.

The ideal candidate holds Series 7 and 66 licenses (63/65 accepted) with 1+ year in investments, strong relationship skills, and the ability to work in a fast-paced environment while adhering to regulatory requirements.