Investment & Financial Planning Advisor

Bank of America Corporation; Cambridge; On-site; GBP 49,000 - 60,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a financial advisor‑type role based in the United States with Series 7 & 66 licenses and a track record in investments. The role focuses on triaging client leads, building financial plans, and recommending brokerage products to help clients meet their financial goals.

Responsibilities include meeting with clients to review goals, expanding knowledge through required licenses and trainings, and coordinating with internal partners to deliver tailored solutions.

Qualifications

• Current Series 7 & 66 licenses; 63/65 in lieu of 66 if needed.
• At least 1 year in investments industry with training and product knowledge.
• At least 1 year in financial services or sales with goals met.
• Sets and accomplishes goals; builds strong relationships.
• Effective communication; comfortable engaging all clients.
• Manages time; navigates a fast-paced environment.
• Incorporates regulatory due diligence into daily activities and long-term strategies.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking and money management).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on assets.
• Identify and engage potential new clients through referrals or center clientele.
• Mitigate and manage risk as part of daily activities.
• Coach and provide feedback to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies and Guidelines

Education

CFP

CRPC

Insurance Licenses

Job description

Bank of America is seeking a financial advisor‑type role based in the United States with Series 7 & 66 licenses and a track record in investments. The role focuses on triaging client leads, building financial plans, and recommending brokerage products to help clients meet their financial goals.

Responsibilities include meeting with clients to review goals, expanding knowledge through required licenses and trainings, and coordinating with internal partners to deliver tailored solutions.