Strategic Investment & Financial Planning Advisor

Bank of America; Ojai (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners based on client needs and assets, meet with clients to review goals, and build a financial plan that includes brokerage products.

Applicants must complete required licenses and trainings and comply with SAFE Act registration requirements.

Qualifications

• Requires Series 7 and 66 licenses; willingness to obtain missing licenses as needed.
• Minimum one year of experience in investments and financial services sales.
• Ability to plan, advise, and refer clients based on needs and assets.

Responsibilities

• Plan client financial goals and build a brokerage-oriented financial plan.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigates risk as part of daily activities.
• Identifies and engages new clients through referrals or centers of influence.
• Coach referral partners based on client needs and product offerings.

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

High School Diploma / GED

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners based on client needs and assets, meet with clients to review goals, and build a financial plan that includes brokerage products.

Applicants must complete required licenses and trainings and comply with SAFE Act registration requirements.