Wealth & Investment Solutions Advisor

Sacbar; San Ramon (CA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits package

Job summary

Bank of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals, and build plans with brokerage products.

Licensing requirements include Series 7 and 66 (63/65 as substitute). The role emphasizes relationship-building, compliance, and a strong client focus in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Series 7 and 66 licenses required; 63/65 accepted with condition that a missing series is passed within 60 days.
• At least 1 year in investments and financial services.
• Strong relationship-building and communication skills.
• Ability to work in a fast-paced environment and meet goals.

Responsibilities

• Build financial plans and recommend brokerage products.
• Triages client requests and refers to internal partners.
• Advise clients on banking and investment strategies.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals.

Skills

Advisory

Account Management

Client Experience

Branding

Customer Focus

Oral Communication

Attention to Detail

Risk Management

Policies and Procedures

Client Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals, and build plans with brokerage products.

Licensing requirements include Series 7 and 66 (63/65 as substitute). The role emphasizes relationship-building, compliance, and a strong client focus in a fast-paced environment.