Wealth Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Support resources for employees

Job summary

Bank of America in Simi Valley seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will be responsible for triaging client leads, reviewing financial goals, and recommending suitable brokerage products.

The ideal candidate must hold Series 7 & 66 licenses, have experience in investments, and exemplify strong client relationship-building skills. Join a company dedicated to fostering an inclusive workplace!

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Has at least one year experience working in the financial service industry.

Responsibilities

• Works with clients to plan their short and long‑term financial goals.
• Recommends banking and investment strategies that align with client financial goals.
• Triages client requests and makes referrals to appropriate 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

Tools

Financial Planning Software

Job description

Bank of America in Simi Valley seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will be responsible for triaging client leads, reviewing financial goals, and recommending suitable brokerage products.

The ideal candidate must hold Series 7 & 66 licenses, have experience in investments, and exemplify strong client relationship-building skills. Join a company dedicated to fostering an inclusive workplace!