Wealth Planning & Financial Solutions Advisor

Bank of America; Fremont (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Fremont, California, is seeking a Financial Advisor responsible for offering tailored financial advice to clients. You'll help clients develop financial plans, triage client leads, and ensure compliance with industry regulations.

The ideal candidate must hold relevant Series licenses and have experience in the financial services industry. Strong communication skills and the ability to foster client relationships are essential. Open availability is required.

Qualifications

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

Responsibilities

• Works with clients to plan short-and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests to appropriate service providers.

Skills

Account Management

Advisory

Client Experience

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

Job description

Bank of America in Fremont, California, is seeking a Financial Advisor responsible for offering tailored financial advice to clients. You'll help clients develop financial plans, triage client leads, and ensure compliance with industry regulations.

The ideal candidate must hold relevant Series licenses and have experience in the financial services industry. Strong communication skills and the ability to foster client relationships are essential. Open availability is required.