Investment Advisor II: Grow Client Portfolios & Insights
bank of americaSacramento (CA)
Investment Advisor II: Grow Client Portfolios & Insights
Posted yesterday
bank of americaSacramento (CA)
SENIORITY
Mid
About the role
Bank of America is seeking a Financial Advisor to provide guidance to prospects and self-directed investors, identifying solutions to meet investment and saving needs. You will manage research, communication, and resolution of client issues with a disciplined, compliant approach to maintain high satisfaction and deepen relationships.
You will educate clients on products, services, and trading strategies, execute trades, assist with brokerage tools, and stay current on market regulations while
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.