Wealth Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Support for employee impact

Job summary

Bank of America is hiring for a financial advisory position in Los Angeles, California. This role involves working closely with clients to help them meet their financial goals through comprehensive advice and tailored solutions. Responsibilities include building financial plans and recommending investment products.

The ideal candidate will have a strong background in finance, hold the necessary licenses, and be skilled in client relationship management. Join Bank of America to build a rewarding career in a supportive, professional environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Experience working in financial services and meeting sales goals.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Mitigate risk as part of daily activities.
• Identify potential new clients through referrals.
• Provide coaching to referral partners.

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

Job description

Bank of America is hiring for a financial advisory position in Los Angeles, California. This role involves working closely with clients to help them meet their financial goals through comprehensive advice and tailored solutions. Responsibilities include building financial plans and recommending investment products.

The ideal candidate will have a strong background in finance, hold the necessary licenses, and be skilled in client relationship management. Join Bank of America to build a rewarding career in a supportive, professional environment.