Wealth & Investment Planning Advisor

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

Job summary

Bank of America is seeking an Advisor to provide comprehensive financial guidance and tailored brokerage solutions to clients. The role includes triaging leads, referring to partners, reviewing goals, and building detailed financial plans using a range of banking and brokerage products.

Responsibilities include recommending strategies, expanding client networks, coaching referral partners, and ensuring regulatory due diligence is incorporated into daily activities.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 with condition that 66 passes within 60 days).
• Minimum 1 year experience in the investments industry with product knowledge.
• Minimum 1 year experience in financial services or sales with meeting/exceeding goals.

Responsibilities

• Plan client financial goals and build plans incorporating brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals.
• Provide coaching and feedback to referral partners.

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 is seeking an Advisor to provide comprehensive financial guidance and tailored brokerage solutions to clients. The role includes triaging leads, referring to partners, reviewing goals, and building detailed financial plans using a range of banking and brokerage products.

Responsibilities include recommending strategies, expanding client networks, coaching referral partners, and ensuring regulatory due diligence is incorporated into daily activities.