Wealth Planning & Financial Solutions Advisor

Bank of America; Newark (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking a financial advisor based in Newark, California, responsible for advising clients on achieving their financial goals. Applicants must hold Series 7 and 66 licenses, and have experience in the financial services industry.

Key duties include triaging client requests and building financial plans. The position operates Monday through Friday, with some Saturday availability required. Ideal candidates are strong communicators, relationship builders, and possess a dedication to delivering exceptional client experiences.

Qualifications

• Currently holds Series 7 and 66 licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial service industry.
• Strong determination in setting and accomplishing goals.
• Ability to build and nurture relationships.

Responsibilities

• Plan short- and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Triages client requests for appropriate service.
• Identifies potential new clients through referrals.
• Mitigates risks as part of daily operations.

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

Job description

Bank of America is seeking a financial advisor based in Newark, California, responsible for advising clients on achieving their financial goals. Applicants must hold Series 7 and 66 licenses, and have experience in the financial services industry.

Key duties include triaging client requests and building financial plans. The position operates Monday through Friday, with some Saturday availability required. Ideal candidates are strong communicators, relationship builders, and possess a dedication to delivering exceptional client experiences.