Financial Solutions Advisor | Client Wealth Planner

Bank of America; Phoenix (AZ); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is recruiting a financial advisor to deliver comprehensive advice and customized solutions to clients. The role includes triaging leads, reviewing goals, and building financial plans with brokerage products to help clients achieve their financial objectives.

Licensing requirements include Series 7 and 66 (63/65 accepted). The position emphasizes in-office attendance with role-specific flexibility and a path to professional growth within the bank.

Responsibilities

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Builds and reviews financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.
• Provides coaching and feedback to referral partners to align services with client needs.

Job description

Bank of America is recruiting a financial advisor to deliver comprehensive advice and customized solutions to clients. The role includes triaging leads, reviewing goals, and building financial plans with brokerage products to help clients achieve their financial objectives.

Licensing requirements include Series 7 and 66 (63/65 accepted). The position emphasizes in-office attendance with role-specific flexibility and a path to professional growth within the bank.