Wealth & Investment Advisor

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

Job summary

Bank of America is hiring in-office financial professionals to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer clients to internal partners based on asset thresholds, and meet with clients to review goals, build financial plans, and recommend brokerage products.

This role requires licenses (Series 7/66 or 63/65) and at least one year in investments or financial services.

Qualifications

• Current holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; if missing 66 but have 63 or 65, offer contingent on passing missing series within 60 days
• At least one year experience in the investments industry with investment training and knowledge of investment products and services
• At least one year experience in the financial service industry and/or a sales environment where goals were met or exceeded
• Ability to set and accomplish goals, build strong relationships, and collaborate effectively
• Confident communication with clients and ability to navigate a fast-paced environment
• Ability to incorporate regulatory due diligence into daily activities and long-term strategies

Responsibilities

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

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies Procedures Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in-office financial professionals to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer clients to internal partners based on asset thresholds, and meet with clients to review goals, build financial plans, and recommend brokerage products.

This role requires licenses (Series 7/66 or 63/65) and at least one year in investments or financial services.