Financial Solutions Advisor: Invest & Plan for Clients

Bank of America Corporation; Bay Harbor Islands (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Job summary

Bank of America Corporation in Florida seeks a Wealth Advisor to provide comprehensive guidance and customized investment solutions for clients. You will triage leads, review financial goals, build plans, and refer to partners as needed.

The role requires Series 7 and 66 licenses and 1+ year in investments or financial services, with strong relational and regulatory diligence. The position emphasizes client focus, effective communication, and a compliant, growth-oriented approach within a

Qualifications

• Requires Series 7 & 66 (or 63/65 and passing 66) licenses.
• 1+ year experience in investments or financial services.
• 1+ year in a sales environment with goals.
• Strong relationship-building and client engagement skills.

Responsibilities

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

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 & 66 licenses

1+ year in investments/financial services

Job description

Bank of America Corporation in Florida seeks a Wealth Advisor to provide comprehensive guidance and customized investment solutions for clients. You will triage leads, review financial goals, build plans, and refer to partners as needed.

The role requires Series 7 and 66 licenses and 1+ year in investments or financial services, with strong relational and regulatory diligence. The position emphasizes client focus, effective communication, and a compliant, growth-oriented approach within a