Wealth Planning Advisor

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

Benefits offered by this job

Benefits eligibility

Paid time off

Incentive plan participation

Job summary

Bank of America in La Habra, CA is seeking an experienced financial advisor to help clients achieve financial goals through tailored solutions. The role involves triaging client leads, making referrals, and developing financial plans with brokerage products.

Ideal candidates should possess Series 7 & 66 licenses, have experience in investments, and excel in client communication and relationship management. The position offers a competitive salary, benefits, and professional development opportunities.

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 in financial service or sales environment.

Responsibilities

• Planning clients' financial goals with brokerage products.
• Recommending banking and investment strategies.
• Triaging client requests and referrals.

Skills

Account Management

Client Experience Branding

Risk Management

Customer and Client Focus

Active Listening

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Brokerage products knowledge

Job description

Bank of America in La Habra, CA is seeking an experienced financial advisor to help clients achieve financial goals through tailored solutions. The role involves triaging client leads, making referrals, and developing financial plans with brokerage products.

Ideal candidates should possess Series 7 & 66 licenses, have experience in investments, and excel in client communication and relationship management. The position offers a competitive salary, benefits, and professional development opportunities.