Client-Focused Financial Planning & Investment Advisor

ghr; East Windsor (CT); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Incentive plan

Job summary

Bank of America is seeking a skilled financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Licenses and regulatory requirements must be maintained, including SAFE Act considerations for mortgage activity. The role emphasizes planning, relationship-building, and collaboration with internal partners in a fast-paced environment,

Qualifications

• Minimum one year in investments or financial services with product knowledge.
• Licenses: Series 7 and 66 (or 63/65) as applicable.
• Sales experience with meeting/exceeding goals.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal service providers.
• Mitigate and manage risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Communication

Listening

Detail Orientation

Risk Management

Pipeline Management

Client Solutions

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a skilled financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Licenses and regulatory requirements must be maintained, including SAFE Act considerations for mortgage activity. The role emphasizes planning, relationship-building, and collaboration with internal partners in a fast-paced environment,