Wealth Planning Advisor

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

Benefits offered by this job

Health benefits

Paid time off

Career development resources

Job summary

Bank of America is seeking a dedicated professional to provide customized financial advice and solutions that help clients achieve their financial goals. In this role, you will build financial plans, recommend brokerage products, and foster strong relationships with clients.

The ideal candidate will have a background in financial services, excellent communication skills, and experience in investment products. Join us at Bank of America to be part of a collaborative team that helps drive responsible growth.

Qualifications

• Currently holds Series 7 & 66 (or equivalent licenses).
• At least one year of experience in the investment industry.
• Experience in a financial service environment and/or achieving sales goals.

Responsibilities

• Work with clients to plan their financial goals.
• Recommend investment strategies that align with goals.
• Triaging client requests and making referrals to internal teams.
• Identify and engage potential new clients.
• Provide coaching to referral partners.

Skills

Account Management

Client Experience Branding

Advisory

Client Solutions Advisory

Risk Management

Customer and Client Focus

Attention to Detail

Written Communications

Oral Communications

Active Listening

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a dedicated professional to provide customized financial advice and solutions that help clients achieve their financial goals. In this role, you will build financial plans, recommend brokerage products, and foster strong relationships with clients.

The ideal candidate will have a background in financial services, excellent communication skills, and experience in investment products. Join us at Bank of America to be part of a collaborative team that helps drive responsible growth.