Wealth & Investment Solutions Advisor

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

Job summary

Bank of America seeks a financial advisor to deliver comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to partners, meet clients to review goals, build plans, and recommend brokerage products.

You will apply licenses and complete required trainings, with SAFE Act responsibilities. Role requires Series 7 & 66 (63/65 acceptable), at least one year in investments, and background checks.

Qualifications

• Series 7 and 66 licenses required; or 63/65 with plan to pass 66 within 60 days.
• At least one year in investments and financial services.
• Experience in sales environment with goals met or exceeded.
• Able to build relationships and manage client expectations.
• Comfortable in a fast-paced environment with regulatory due diligence.

Responsibilities

• Plan clients' short and long-term goals by building financial plans with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and referrals to internal service providers.
• Mitigate and control risk as part of daily activities.
• Engage potential new clients through referrals and existing clientele.
• Provide coaching to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Risk Management

Attention to Detail

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a financial advisor to deliver comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to partners, meet clients to review goals, build plans, and recommend brokerage products.

You will apply licenses and complete required trainings, with SAFE Act responsibilities. Role requires Series 7 & 66 (63/65 acceptable), at least one year in investments, and background checks.