Bank of America

Wealth Management Advisor

Bank of America

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for a Wealth Management Advisor to join our team at Bank of America and provide exceptional client service and advice to affluent clients. We seek a candidate who is committed to providing exceptional service and advice that exceeds our clients’ expectations. The ideal candidate will possess a strong knowledge of financial planning, investment planning, and wealth management. You must have the ability to build relationships with our clients and have an understanding of the retirement planning process.To be successful in this role you must have the required qualifications including a Bachelor’s degree in finance, economics, accounting, or a related field, along with a minimum of 5 years of experience in the financial services industry. You must also possess strong communication and customer service skills, and be able to demonstrate a high level of professionalism. Knowledge of financial planning trends and software is also a plus.

Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Knowledge Of Investment Products And Services

  • Financial Planning Experience

  • Proven Sales Ability And Track Record

  • High Degree Of Client Service Focus

  • Ability To Build And Maintain Client Relationships

  • College Degree In Finance Or Related Field

  • Regulatory And Compliance Knowledge

Required Skills
  • Budgeting

  • Consulting

  • Networking

  • Planning

  • Marketing

  • Forecasting

  • Reporting

  • Modeling

  • Researching

  • Problem-Solving

  • Investing

  • Advising

  • Negotiating

  • Analyzing

  • Selling

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Los Angeles, CA, USA is between $72,820 and $117,819. This range is based on salaries submitted anonymously to the JobzMall site by Wealth Management Advisors in the Los Angeles, CA, USA area.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeJune 9th, 2026
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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