Financial Planning & Investment Advisor

Bank of America Corporation; Woodstock (GA); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking an Investment Advisor/Financial Advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, meet with clients to review goals, build plans, and recommend brokerage and banking products.

Licenses and training are required, including SAFE Act considerations for mortgage contexts. Responsibilities include building financial plans with investments, guiding clients on assets, and

Qualifications

• Hold Series 7 and 66 licenses (or the equivalent 63/65 in lieu).
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with meeting/exceeding goals.
• Ability to build and nurture client relationships.
• Strong communication skills and time management.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or center clientele.
• Coach referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Issue Management

Pipeline Management

Risk Management

Written Communications

Relationship Building

Regulatory Awareness

Time Management

Phone & In-Person Communication

Education

High School Diploma or equivalent

Job description

Bank of America in the United States is seeking an Investment Advisor/Financial Advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, meet with clients to review goals, build plans, and recommend brokerage and banking products.

Licenses and training are required, including SAFE Act considerations for mortgage contexts. Responsibilities include building financial plans with investments, guiding clients on assets, and