Strategic Wealth & Investments Advisor

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

Job summary

Bank of America is hiring for a role that focuses on delivering comprehensive financial advice, building client relationships, and guiding investments through brokerage products. You will triage leads, schedule client meetings, and develop tailored financial plans while upholding regulatory standards.

The position requires active licenses (Series 7 & 66) and experience in investments or a sales environment, with a commitment to professional growth and meeting client goals.

Qualifications

• Holds FINRA Series 7 & 66 licenses (63/65 substituted) and relevant registrations to operate as a broker/advisor.
• Experience in investments or a sales environment with goals met.
• Strong relationship-building and client-focused mindset.

Responsibilities

• Triages client leads and makes referrals based on client needs and thresholds.
• Meets with clients to review financial goals and develops financial plans and investment strategies.
• Provides coaching to referral partners and ensures regulatory due diligence is incorporated into daily activities.

Skills

Licenses: Series 7 & 66

Education

High School Diploma / GED

CFP

CRPC

Job description

Bank of America is hiring for a role that focuses on delivering comprehensive financial advice, building client relationships, and guiding investments through brokerage products. You will triage leads, schedule client meetings, and develop tailored financial plans while upholding regulatory standards.

The position requires active licenses (Series 7 & 66) and experience in investments or a sales environment, with a commitment to professional growth and meeting client goals.