Wealth Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Access to financial wellness resources

Job summary

Bank of America is hiring for a financial advisory role in Long Beach, CA. The position involves building financial plans, handling investments, and advising clients to meet their financial goals. Candidates should have a strong background in the investment industry, relevant licenses, and excellent client management skills.

This role fosters a collaborative workplace culture, encourages professional growth, and provides competitive benefits. Ideal for those looking to advance their career in finance.

Qualifications

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

Responsibilities

• Plan client financial goals by building financial plans.
• Recommend banking and investment strategies.
• Engage potential clients through referrals.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Tools

Investment Products

Financial Planning Software

Job description

Bank of America is hiring for a financial advisory role in Long Beach, CA. The position involves building financial plans, handling investments, and advising clients to meet their financial goals. Candidates should have a strong background in the investment industry, relevant licenses, and excellent client management skills.

This role fosters a collaborative workplace culture, encourages professional growth, and provides competitive benefits. Ideal for those looking to advance their career in finance.