Financial Planning & Investment Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Rhode Island seeks an experienced financial advisor to help clients plan their financial futures using brokerage products and tailored solutions. The role involves meeting with clients, building financial plans, and referring to business partners as needed.

Requirements include Series 7 and 66 licenses, plus 1+ year in investments and financial services. Monday–Friday with rotating Saturdays; competitive benefits offered.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum 1 year in investments with product knowledge.
• Minimum 1 year in financial services or sales with goals met.
• Sets and achieves goals; builds relationships.
• Collaborates well to get things done.
• Confident communicator; engages clients effectively.
• Manages goals, prioritizes and works in a fast-paced environment.
• Eager to learn and find right solutions for clients.
• Efficient time and capacity management.
• Incorporates regulatory due diligence into daily activities and strategy.
• Able to work Monday–Friday with rotating Saturdays.

Responsibilities

• Works with clients to plan short and long-term financial goals with brokerage products.
• Recommends banking and investment strategies aligned to goals.
• Triages client requests and referrals to internal service providers.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients via referrals or center clientele.
• Provides coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Rhode Island seeks an experienced financial advisor to help clients plan their financial futures using brokerage products and tailored solutions. The role involves meeting with clients, building financial plans, and referring to business partners as needed.

Requirements include Series 7 and 66 licenses, plus 1+ year in investments and financial services. Monday–Friday with rotating Saturdays; competitive benefits offered.