Wealth Planning Advisor

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

Benefits offered by this job

Health benefits

Paid time off

Incentive plans

Job summary

Bank of America in Buena Park is seeking candidates for positions providing comprehensive financial advice and customized solutions. Key responsibilities include building financial plans with clients and recommending banking and investment strategies.

Ideal candidates are licensed in Series 7 and 66, have at least one year of industry experience, and possess strong communication skills. The role offers an opportunity to work in an inclusive environment focused on professional growth.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• At least one year experience in the financial service industry.
• Ability to communicate effectively and confidently.

Responsibilities

• Works with clients to build financial plans using brokerage products.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals based on needs.
• Identifies and engages potential new clients.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Buena Park is seeking candidates for positions providing comprehensive financial advice and customized solutions. Key responsibilities include building financial plans with clients and recommending banking and investment strategies.

Ideal candidates are licensed in Series 7 and 66, have at least one year of industry experience, and possess strong communication skills. The role offers an opportunity to work in an inclusive environment focused on professional growth.