Wealth Planner & Investment Advisor

Bank of America; Glendale (AZ); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is actively seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, and build detailed financial plans with brokerage products.

Eligibility includes SAFE Act registration and ongoing training; strong communication and relationship-building are essential to succeed in a busy, in-office environment.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu) and pass missing series within 60 days if applicable.
• At least one year in investments with knowledge of investment products and services.
• At least one year in financial services or a sales environment with goals met or exceeded.
• Sets and achieves goals and builds client relationships.
• Collaborates effectively with others and communicates confidently with clients.
• Manages goals, prioritizes tasks, and performs in a fast-paced setting.
• Learns quickly and applies regulatory due diligence to client strategies.

Responsibilities

• Plans short and long-term client financial goals with brokerage products.
• Recommends banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies new clients through referrals or bank clientele.
• Provides coaching to referral partners based on client needs and services.

Skills

Series 7 & 66 licenses

Investment products knowledge

Client engagement

Time management

Regulatory due diligence

Relationship building

Sales mindset

Education

High School Diploma / GED

Tools

CRM systems

Microsoft Office

Job description

Bank of America is actively seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, and build detailed financial plans with brokerage products.

Eligibility includes SAFE Act registration and ongoing training; strong communication and relationship-building are essential to succeed in a busy, in-office environment.