Wealth Planning & Investment Advisor

Bank of America

Los Angeles (CA)

On-site

USD 85,000 - 120,000

Full time

4 days ago

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Job summary

Bank of America in Los Angeles is seeking a Financial Advisor to deliver comprehensive financial guidance, triage client leads, and refer prospects to partners based on client needs and asset thresholds. You will meet clients to review goals, build a financial plan, and recommend brokerage products while maintaining required licenses and trainings.

This role operates under SAFE Act registration and within a fast‑paced environment.

Qualifications

Currently holds Series 7 & 66 licenses; if you hold 63 or 65, must pass the missing series within 60 days.
At least one year experience in the investments industry with investment product knowledge.
At least one year in financial services or a sales environment with goals achieved.
Builds and nurtures relationships; strong communication and time management.
Exercises regulatory due diligence in daily activities and long‑term planning.

Responsibilities

Plan clients' short and long‑term financial goals by building a financial plan with brokerage products.
Recommend banking and investment strategies aligned with client goals and needs.
Triage client requests and refer to internal service providers based on asset thresholds.
Mitigate risk as part of daily activities.
Identify potential new clients through referrals or center clientele.
Provide coaching to referral partners based on client needs and product services.