Wealth & Investment Solutions Advisor

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

Benefits offered by this job

Paid time off

Benefits eligibility

Incentive plans

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging client leads, referring to partners, and building financial plans with brokerage products.

You must hold Series 7 and 66 (or 63/65) licenses, have at least one year in investments, and be able to meet schedules across multiple CA locations.

Qualifications

• Holds required licenses (Series 7 & 66; or 63/65)
• Investments experience (1+ year)
• Financial service sales experience (1+ year)
• Goal setting and achievement
• Strong relationship-building and collaboration

Responsibilities

• Plan client financial goals and build plans with brokerage products
• Recommend banking and investment strategies to meet client needs
• Triages client requests and referrals to internal partners
• Mitigate and manage risk in daily activities
• Identify potential new clients through referrals or center traffic
• Coach and provide feedback to referral partners

Skills

Client Advisory

Relationship Building

Regulatory Compliance

Financial Planning

Sales

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging client leads, referring to partners, and building financial plans with brokerage products.

You must hold Series 7 and 66 (or 63/65) licenses, have at least one year in investments, and be able to meet schedules across multiple CA locations.