Financial Planning & Investments Advisor

Bank of America; Wilmington (MA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals by building tailored financial plans and recommending brokerage and banking products. You will triage leads, refer to partners, and review goals with clients to ensure appropriate solutions.

Role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with strong relationship skills and the ability to work a Monday–Friday schedule with

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65).
• Minimum of one year of experience in investments and financial services.
• Experience in sales environment with goals met or exceeded.
• Ability to build and nurture strong client relationships.
• Willingness to work Monday through Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Series 7 licenses

Series 66 licenses

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals by building tailored financial plans and recommending brokerage and banking products. You will triage leads, refer to partners, and review goals with clients to ensure appropriate solutions.

Role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with strong relationship skills and the ability to work a Monday–Friday schedule with