Wealth Planning Advisor

Bank of America; Cerritos (CA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Access to resources and support

Job summary

Bank of America is seeking a Financial Advisor in Cerritos, California, responsible for providing comprehensive financial advice and solutions to clients. The role involves building financial plans, meeting client needs through brokerage products, and ensuring compliance with the SAFE Act registration requirements.

The successful candidate will have a strong background in investments and a commitment to client service, contributing to a collaborative and inclusive workplace that supports career development.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalents.
• At least one year of experience in the investments industry.
• Strong communication skills and ability to engage clients.

Responsibilities

• Plans short and long-term financial goals for clients.
• Recommends banking and investment strategies.
• Identifies potential new clients through referrals.

Skills

Account Management

Client Experience Branding

Risk Management

Oral Communications

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Cerritos, California, responsible for providing comprehensive financial advice and solutions to clients. The role involves building financial plans, meeting client needs through brokerage products, and ensuring compliance with the SAFE Act registration requirements.

The successful candidate will have a strong background in investments and a commitment to client service, contributing to a collaborative and inclusive workplace that supports career development.