Investment & Financial Planning Advisor

Bank of America; The Municipal District of Ardee; On-site; EUR 63,000 - 72,000; Full time

Job summary

Bank of America in-office role seeks a financial advisor capable of delivering comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and review goals with clients, building plans and recommending brokerage products.

You will complete required licenses and training, with SAFE Act registration obligations. Responsibilities include planning client financial goals, advising on banking and investments, and coaching

Qualifications

• Currently holds Series 7 & 66 licenses; or 63/65 with plan to pass missing series within 60 days.
• Minimum of one year experience in investments with product knowledge.
• Experience in financial services or sales with meeting/exceeding goals.
• Ability to build and nurture strong client relationships.
• Excellent communication, collaboration, and time management skills.
• Diligence in applying regulatory due diligence to client strategies.

Responsibilities

• Triages client leads, reviews financial and investment goals, and builds plans with brokerage products.
• Recommends banking and investment strategies aligned to client needs.
• Triages requests and refers to internal service providers by asset thresholds.
• Mitigates risk as part of daily activities.
• Identifies potential clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs.

Skills

Series 7 & 66

Investment knowledge

Sales experience

Relationship building

Communication skills

Time management

Regulatory due diligence

Education

High School Diploma / GED

Job description

Bank of America in-office role seeks a financial advisor capable of delivering comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and review goals with clients, building plans and recommending brokerage products.

You will complete required licenses and training, with SAFE Act registration obligations. Responsibilities include planning client financial goals, advising on banking and investments, and coaching