Wealth Planner & Investment Solutions Advisor

Bank of America; Camarillo (CA); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking services.

The role involves triaging leads, making referrals to business partners, and building financial plans. Requires licenses and ongoing training, with SAFE Act registration as applicable. Strong client focus and ability to work in a fast-paced environment are essential.

Qualifikationen

• Holds Series 7 & 66 licenses (or 63/65 in lieu of 66) with potential extension after passing missing series within 60 days.
• 1+ year experience in investments or financial services with sales background.
• Experience in a fast-paced environment with goal achievement and client focus.

Aufgaben

• Builds financial plans and recommends brokerage products for clients.
• Triages client requests and refers to internal service providers based on needs and assets.
• Plans short- and long-term financial goals with clients, including banking and investment strategies.
• Mitigates risk as part of daily activities and provides coaching to referral partners.

Kenntnisse

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Risk Management

Written Communications

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking services.

The role involves triaging leads, making referrals to business partners, and building financial plans. Requires licenses and ongoing training, with SAFE Act registration as applicable. Strong client focus and ability to work in a fast-paced environment are essential.