Wealth Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Employee support resources

Job summary

Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads and recommending brokerage products based on individual needs.

The ideal candidate will have Series 7 & 66 licenses and at least a year of experience in the financial service or investments industry. The position requires strong relationship management skills and the ability to work collaboratively with team members.

An annual salary range of $70,000 - $80,000 is offered based on skills and experience, along with comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Experience in the financial service industry and/or a sales environment.

Responsibilities

• Works with clients to plan their financial goals by building a financial plan.
• Recommends banking and investment strategies to align with client goals.
• Triages client requests and makes referrals to internal service providers.

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 / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide tailored financial solutions to clients. This role includes triaging client leads and recommending brokerage products based on individual needs.

The ideal candidate will have Series 7 & 66 licenses and at least a year of experience in the financial service or investments industry. The position requires strong relationship management skills and the ability to work collaboratively with team members.

An annual salary range of $70,000 - $80,000 is offered based on skills and experience, along with comprehensive benefits.