Wealth Planning & Financial Solutions Advisor

Bank of America; Castro Valley (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Bank of America is seeking a proactive client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals, recommending products, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal skills and experience in financial services.

The position requires completion of Series 7 and 66 licenses, with at least one year in the investments industry. The successful candidate will demonstrate a goal-oriented approach and thrive in a fast-paced environment.

Qualifications

• Currently holds Series 7 and 66 licenses (or Series 63 or 65 in lieu of 66).
• At least one year of experience in the investments industry.
• Experience working in a financial service industry or sales environment.
• Strong ability to manage time and priorities.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Identifies and engages potential clients.
• Mitigates risk during daily activities.

Skills

Account Management

Client Experience

Customer and Client Focus

Advisory

Active Listening

Attention to Detail

Oral Communications

Written Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a proactive client advisor responsible for providing tailored financial advice to clients. This role includes planning financial goals, recommending products, and ensuring compliance with regulations. Ideal candidates will have strong interpersonal skills and experience in financial services.

The position requires completion of Series 7 and 66 licenses, with at least one year in the investments industry. The successful candidate will demonstrate a goal-oriented approach and thrive in a fast-paced environment.