Financial Planning & Investment Advisor

Bank of America; Boston (MA); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advisory services and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, making referrals, meeting with clients, and building financial plans using brokerage products.

Requires active licenses and ongoing training, with potential involvement in residential mortgage loans under SAFE Act requirements.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 with plan to complete 66).
• Minimum 1 year in investments or financial services sales.
• Demonstrates goal setting, relationship building, and teamwork.
• Strong regulatory and due diligence mindset.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers as needed.
• Mitigates risk as part of daily activities.
• Identify new clients through referrals and client base.
• Provide coaching to referral partners based on client needs.

Skills

Series 7/66 licenses

Relationship building

Sales experience

Regulatory compliance

Effective communication

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive advisory services and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, making referrals, meeting with clients, and building financial plans using brokerage products.

Requires active licenses and ongoing training, with potential involvement in residential mortgage loans under SAFE Act requirements.