Financial Planning & Investments Advisor

Bank of America; Pawleys Island (SC); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to deliver customized financial solutions and build strong client relationships. You will plan financial goals, refer to business partners, and present brokerage products to meet client objectives.

Required licenses (Series 7 and 66) and at least one year in investments and financial services. Monday–Friday with rotating Saturdays; strong communication and risk-awareness are essential.

Qualifications

• Must hold Series 7 and 66 (or 63 and 65 in lieu).
• Minimum of one year of investments experience and knowledge of investment products.
• Minimum of one year in financial services or sales with demonstrable goals.
• Excellent relationship-building and communication skills.
• Ability to work with regulatory due diligence and compliance requirements.
• Available Monday through Friday with rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals or existing clientele.
• Provide coaching feedback to referral partners.

Skills

Financial planning

Client relationship

Sales & referrals

Investment knowledge

Regulatory compliance

Communication

Time management

Problem solving

Risk assessment

Coaching referrals

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to deliver customized financial solutions and build strong client relationships. You will plan financial goals, refer to business partners, and present brokerage products to meet client objectives.

Required licenses (Series 7 and 66) and at least one year in investments and financial services. Monday–Friday with rotating Saturdays; strong communication and risk-awareness are essential.