Financial Planning & Investment Advisor

Bank of America; West Fallowfield Township (PA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to deliver personalized financial plans, including brokerage products and banking solutions, while building trusted client relationships and guiding referrals to appropriate partners.

The role requires securities licenses, strong client service, and the ability to work in a fast-paced environment, with in-office collaboration and growing opportunities.

Qualifications

• Required Qualifications: Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
• Minimum 1 year in investments industry with knowledge of investment products and services
• Minimum 1 year in financial services or sales environment with goals met or exceeded
• Ability to set and achieve goals, build relationships, and collaborate effectively
• Strong communication, time management, and regulatory due diligence practices

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to appropriate internal providers based on assets
• Mitigate and manage risk in daily activities
• Identify new clients through referrals or center clientele
• Provide coaching to referral partners on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies Procedures Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to deliver personalized financial plans, including brokerage products and banking solutions, while building trusted client relationships and guiding referrals to appropriate partners.

The role requires securities licenses, strong client service, and the ability to work in a fast-paced environment, with in-office collaboration and growing opportunities.