Strategic Wealth & Banking Advisor

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

Job summary

Bank of America in Alhambra and surrounding California centers seeks a licensed financial professional to provide comprehensive advisory services, build financial plans, and refer clients to suitable banking and brokerage products. You will engage with clients, secure requisite licenses (Series 7/66 or 63/65 with 66), and work to meet sales goals while ensuring regulatory compliance.

Role emphasizes in-office collaboration across financial centers, strong client communication, and ongoing

Qualifications

• Current series: 7 & 66 licenses (or 63/65 with 66 required)
• At least 1 year experience in investments and financial services
• Experience in sales environment with goals met/exceeded
• Strong relationship-building and communication skills
• Able to work in fast-paced environment and manage time effectively
• Knowledge of regulatory due diligence as it relates to client strategies

Responsibilities

• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds
• Plans clients' short- and long-term financial goals by building a financial plan and recommending brokerage products
• Recommends banking and investments strategies aligned with client needs
• Provides coaching and feedback to referral partners based on client needs and product services
• Identifies potential new clients through referrals or financial center clientele
• Manages and mitigates risk as part of daily activities

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Alhambra and surrounding California centers seeks a licensed financial professional to provide comprehensive advisory services, build financial plans, and refer clients to suitable banking and brokerage products. You will engage with clients, secure requisite licenses (Series 7/66 or 63/65 with 66), and work to meet sales goals while ensuring regulatory compliance.

Role emphasizes in-office collaboration across financial centers, strong client communication, and ongoing