Financial Planning & Investment Advisor

Bank of America Corporation; Worcester (MA); On-site; USD 65,000 - 80,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Consultant to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

Required licenses (Series 7 and 66, or 63/65), at least 1 year in investments or financial services, and strong relationship-building and communication skills are essential.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu)
• 1 year of experience in investments
• 1 year in financial services or sales with goals
• Strong relationship-building skills
• Effective communication with clients
• Ability to work Mon–Fri with rotating Saturdays
• Knowledge of regulatory due diligence processes

Responsibilities

• Plan clients' financial goals and build a financial plan
• Recommend brokerage products (stocks, bonds, mutual funds, annuities)
• Triages client requests and referrals to internal partners
• Mitigates and controls risk in daily activities
• Engages potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners

Skills

Client relationships

Communication

Time management

Regulatory due diligence

Goal setting

Team collaboration

Education

High School Diploma

Job description

Bank of America Corporation is seeking a Financial Consultant to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

Required licenses (Series 7 and 66, or 63/65), at least 1 year in investments or financial services, and strong relationship-building and communication skills are essential.