Financial Solutions Advisor: Client Planning & Investments

Bank of America; West Chester (Chester County); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a Financial Advisor to help clients plan their financial futures through brokerage and banking products. The role emphasizes building relationships, meeting sales goals, and providing tailored investment guidance.

The position requires current securities licenses (Series 7 and 66 preferred; 63/65 acceptable with contingency) and a track record in a fast-paced financial environment.

Qualifications

• Currently holds Series7 and 66 licenses; if you do not currently hold the 66 but have either a63 or65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Responsibilities

• Triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
• Apply and expand knowledge by completing required licenses and trainings.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Employees are required to register and submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience

Branding

Investment Management

Portfolio Management

Prospecting

Referral Management

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a Financial Advisor to help clients plan their financial futures through brokerage and banking products. The role emphasizes building relationships, meeting sales goals, and providing tailored investment guidance.

The position requires current securities licenses (Series 7 and 66 preferred; 63/65 acceptable with contingency) and a track record in a fast-paced financial environment.