Wealth & Investment Solutions Advisor

Bank of America; Firestone Park (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America in California seeks a financial professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Licenses required and training completed; SAFE Act registration is mandatory for mortgage originations.

Qualifications

• Series 7 & 66 licenses required; if 66 missing but 63/65 held, offer contingent on passing 66 within 60 days.
• At least 1 year experience in the investments industry and knowledge of investment products and services.
• At least 1 year experience in financial services and/or a sales environment with goals met or exceeded.
• Demonstrates goal-setting, relationship building, collaboration, and effective client communication.

Responsibilities

• Plans clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on client needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele and coaches 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 in California seeks a financial professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Licenses required and training completed; SAFE Act registration is mandatory for mortgage originations.