Financial Planning & Brokerage Advisor

Bank of America; Quincy (MA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Competitive benefits

In-office culture

Job summary

Bank of America in Massachusetts seeks a client-focused financial professional to advise clients and tailor financial plans using brokerage products and banking services. The role involves meeting clients to review goals, making referrals, and expanding client wealth through appropriate solutions.

The position requires Series 7/66 (or 63/65), at least one year in investments and financial services, and strong relationship-building abilities.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu) are required.
• Minimum of 1 year in investments with products knowledge.
• Minimum of 1 year in financial services or a sales environment with goals.
• Ability to set and achieve goals, build relationships, and communicate confidently.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Communication

Relationship Building

Time Management

Regulatory Knowledge

Risk Management

Education

High School Diploma / GED

Job description

Bank of America in Massachusetts seeks a client-focused financial professional to advise clients and tailor financial plans using brokerage products and banking services. The role involves meeting clients to review goals, making referrals, and expanding client wealth through appropriate solutions.

The position requires Series 7/66 (or 63/65), at least one year in investments and financial services, and strong relationship-building abilities.