Client-Focused Investment & Financial Planner

Merrill; Newton (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in Newton, MA seeks an investment-oriented financial advisor to help clients achieve their financial goals through tailored planning and brokerage solutions.

The role emphasizes building comprehensive financial plans, recommending banking and investment strategies, and triaging client requests with internal referrals to meet asset thresholds. It requires active licensure and a client-centric approach.

Qualifications

• Current Series 7 and 66 licenses required or equivalent (63/65) and ability to obtain other registrations.
• Minimum of one year of experience in investments or financial services with sales performance.
• Ability to triage client leads, review financial goals, and present brokerage products.
• Availability to work Monday–Friday and rotating Saturdays.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investment strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate 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 based on knowledge of client needs and potential product services recommended

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Education

FINRA Series 7 & 66 licenses

Job description

Bank of America in Newton, MA seeks an investment-oriented financial advisor to help clients achieve their financial goals through tailored planning and brokerage solutions.

The role emphasizes building comprehensive financial plans, recommending banking and investment strategies, and triaging client requests with internal referrals to meet asset thresholds. It requires active licensure and a client-centric approach.