Financial Planning & Solutions Advisor

Bank of America; Georgia; On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial planning and tailored investment advice. The role involves meeting with clients, triaging leads, and referring to partners based on assets and goals.

Licensing and regulatory compliance, including SAFE Act registration, are required as part of ongoing professional development. The candidate will build tailored financial plans using brokerage products like stocks, bonds, mutual funds, annuities, and banking

Qualifications

• Series 7 & 66 licenses required; 63/65 in lieu of 66 with passing score for missing series within 60 days
• At least 1 year experience in the investments industry with knowledge of investment products/services
• At least 1 year experience in financial services or a sales environment with demonstrated goal achievement
• Demonstrates goal setting, relationship-building, collaboration, and effective communication
• Strong regulatory due diligence sense and proficiency in risk-aware client service

Responsibilities

• Plans clients' short- and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and routes to internal service providers based on needs and assets
• Mitigates and controls risk in daily activities
• Identifies and nurtures potential new clients through referrals or branch clientele
• Provides coaching to referral partners based on client needs and products

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial planning and tailored investment advice. The role involves meeting with clients, triaging leads, and referring to partners based on assets and goals.

Licensing and regulatory compliance, including SAFE Act registration, are required as part of ongoing professional development. The candidate will build tailored financial plans using brokerage products like stocks, bonds, mutual funds, annuities, and banking