Wealth & Investment Solutions Advisor

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

Job summary

Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals with brokerage products, banking, and investment strategies.

The role requires Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and a proven ability to triage client needs, refer to partners, and build tailored financial plans.

Qualifications

• Holds Series 7 & 66 licenses (63/65 acceptable) and able to obtain missing license within 60 days.
• At least 1 year experience in investments or financial services.
• Experience in financial sales or achieving goals.
• Strong relationship-building and communication skills.
• Ability to manage time, navigate complexity, and meet client needs with diligence.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and product services.

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

Job description

Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals with brokerage products, banking, and investment strategies.

The role requires Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and a proven ability to triage client needs, refer to partners, and build tailored financial plans.