Client-Focused Wealth & Investment Advisor

Bank of America; Virginia (MN); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients achieve their financial goals.

The role includes triaging client leads, referring to business partners, reviewing investment goals, building financial plans, and recommending brokerage products while meeting required licenses and maintaining client relationships.

Qualifications

• Licenses: Series 7 and 66 (or 63/65 in lieu) required.
• Minimum 1 year in investments industry with product knowledge.
• Minimum 1 year in financial services or a sales environment with goals.
• Sets and achieves goals and builds strong relationships.
• Willing to work Monday–Friday and rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Client relationship management

Communication

Sales and referrals

Financial planning

Regulatory compliance

Time management

Education

High School Diploma or GED

Job description

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients achieve their financial goals.

The role includes triaging client leads, referring to business partners, reviewing investment goals, building financial plans, and recommending brokerage products while meeting required licenses and maintaining client relationships.