Strategic Investment & Financial Planning Advisor

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

Benefits offered by this job

Paid time off

Benefits package

Job summary

Bank of America is seeking a financial advisor-like professional to provide tailored financial planning and brokerage guidance to clients in San Ramon. You will review goals, craft investment strategies, and collaborate with banking partners to meet advisory needs.

Responsibilities include triaging client requests, expanding client base, and coaching referral partners, all while maintaining regulatory compliance and safeguarding client interests in a fast-paced environment.

Qualifications

• Licensed to sell securities with Series 7 and 66 (or 63/65 in lieu) required.
• Minimum 1 year in investments or financial services with product knowledge.
• Minimum 1 year in sales where goals were met or exceeded.
• Ability to build and maintain client relationships and manage multiple tasks.

Responsibilities

• Plan financial goals and build financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triager client requests and refer to internal partners by assets and needs.
• Mitigate risk as part of daily activities.
• Identify and engage potential new clients through referrals or bank clientele.
• Provide coaching to referral partners.

Skills

Series 7 & 66 licenses

Investments experience

Sales experience

Regulatory due diligence

Relationship building

Communication skills

Time management

Education

High School Diploma

Job description

Bank of America is seeking a financial advisor-like professional to provide tailored financial planning and brokerage guidance to clients in San Ramon. You will review goals, craft investment strategies, and collaborate with banking partners to meet advisory needs.

Responsibilities include triaging client requests, expanding client base, and coaching referral partners, all while maintaining regulatory compliance and safeguarding client interests in a fast-paced environment.