Strategic Financial Solutions Advisor

Bank of America; Walnut Creek (CA); On-site; USD 75,000 - 85,000; Full time

Job summary

Bank of America in Walnut Creek, CA, is seeking a client-focused advisor to deliver tailored financial solutions and planning. You will triage leads, refer to partners, and meet with clients to align goals with investments and banking products.

You will complete required licenses and participate in SAFE Act processes as applicable, with a strong emphasis on regulatory due diligence and client advocacy. This role requires Series 7/66 and prior investment experience, a fiduciary mindset, and the

Qualifications

• Three years in financial services or a sales environment with goals met or exceeded, including at least one year in investments.
• In-depth knowledge of investment products and services.
• Ability to build and nurture client relationships with a solutions focus.

Responsibilities

• Triages client leads and makes referrals to internal partners based on needs and assets.
• Plans client financial goals and develops financial plans with brokerage products.
• Reviews goals with clients and recommends banking and investment strategies.
• Gathers regulatory due diligence and maintains ongoing client advocacy.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

Bachelor's degree in business-related field

CFP

CRPC

Insurance licenses

Series 7 & 66 licenses

Series 63 or 65 acceptable precondition

Job description

Bank of America in Walnut Creek, CA, is seeking a client-focused advisor to deliver tailored financial solutions and planning. You will triage leads, refer to partners, and meet with clients to align goals with investments and banking products.

You will complete required licenses and participate in SAFE Act processes as applicable, with a strong emphasis on regulatory due diligence and client advocacy. This role requires Series 7/66 and prior investment experience, a fiduciary mindset, and the