Wealth Solutions Advisor

Bank of America; California; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals with brokerage products and financial planning.

The role requires active licenses (Series 7 and 66 or 63/65) and at least one year in investments or financial services, with strong relationship-building and client service skills. In-office work across multiple CA locations with 40 hours/week.

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66) or equivalent
• 1+ year experience in investments/financial services
• Sales/financial center experience with meeting/exceeding goals
• Ability to build relationships and communicate effectively

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
• Triages client requests and refers to appropriate internal providers
• Mitigates and controls risk in daily activities
• Identifies potential new clients through referrals or center clientele
• Provide coaching to referral partners based on client needs and product services

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

Series 7 & 66 licenses

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals with brokerage products and financial planning.

The role requires active licenses (Series 7 and 66 or 63/65) and at least one year in investments or financial services, with strong relationship-building and client service skills. In-office work across multiple CA locations with 40 hours/week.