Strategic Wealth & Investment Advisor

Bank of America; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in the United States offers a role focused on comprehensive financial guidance and tailored investment solutions. You will meet with clients to review goals, craft financial plans, and recommend brokerage products, while ensuring regulatory compliance and ongoing education to maintain licenses.

The position emphasizes building relationships, triaging needs, and coordinating with partners to deliver personalized financial outcomes.

Qualifications

• Series 7 & 66 licenses (63/65 acceptable if the missing series is obtained within 60 days).
• Minimum of 1 year experience in the investments industry with knowledge of investment products and services.
• Experience in financial services or a sales environment with goals achieved or exceeded.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Provide banking and investments strategy recommendations aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and asset thresholds.
• Mitigates and manages risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Risk Management

Written Communications

Attention to Detail

Pipeline Management

Client Solutions Advisory

Causation Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States offers a role focused on comprehensive financial guidance and tailored investment solutions. You will meet with clients to review goals, craft financial plans, and recommend brokerage products, while ensuring regulatory compliance and ongoing education to maintain licenses.

The position emphasizes building relationships, triaging needs, and coordinating with partners to deliver personalized financial outcomes.