Wealth Planning & Investment Advisor

Bank of America; Mansfield; On-site; GBP 52,000 - 81,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. The role focuses on triaging client leads, referring to business partners, and reviewing financial goals with clients to build a tailored financial plan using brokerage products.

Candidates should have Series 7/66 licenses (or equivalent) and at least one year of experience in investments or financial services, plus a track record of meeting sales goals and building client

Qualifications

• Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66) are required.
• Minimum of one year of experience in the investments industry and related training.
• Minimum of one year in financial services or a sales environment with goals met or exceeded.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities).
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. The role focuses on triaging client leads, referring to business partners, and reviewing financial goals with clients to build a tailored financial plan using brokerage products.

Candidates should have Series 7/66 licenses (or equivalent) and at least one year of experience in investments or financial services, plus a track record of meeting sales goals and building client