Financial Planning & Investments Advisor

Bank of America; Cumming (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive guidance and tailored solutions helping clients reach their financial goals. You will triage client leads, coordinate with partners, meet clients to review goals, build plans, and recommend brokerage products.

This role requires Series 7 and 66 licenses, at least one year in investments or financial services, and a willingness to work Monday through Friday with rotating Saturdays.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu).
• Minimum of one year of experience in investments and financial services.
• Ability to work Monday through Friday and rotating Saturdays.
• Strong communication and relationship-building skills.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs.

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive guidance and tailored solutions helping clients reach their financial goals. You will triage client leads, coordinate with partners, meet clients to review goals, build plans, and recommend brokerage products.

This role requires Series 7 and 66 licenses, at least one year in investments or financial services, and a willingness to work Monday through Friday with rotating Saturdays.