Financial Solutions Advisor: Investments & Planning

Bank of America; Olde West Chester (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America seeks a Financial Advisor to deliver comprehensive financial guidance and customized plans using brokerage products such as stocks, bonds, and funds. The role involves triaging client leads and referring to partners to meet client goals.

LIC licenses required: Series 7 and 66 (or 63/65). One year of investments experience and a sales background are preferred; candidates must work Monday–Friday with rotating Saturdays.

Qualifications

• Hold Series 7 and 66 (or 63/65 in lieu) licenses.
• At least 1 year in investments with product knowledge.
• At least 1 year in financial services or sales with targets met.
• Proven ability to build relationships and manage goals.
• Comfortable working with clients and collaborating internally.
• Familiarity with regulatory due diligence in daily activities.

Responsibilities

• Plan clients' financial goals and build plans using brokerage products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and referrals based on needs and assets.
• Mitigate and manage risk as part of daily activity.
• Identify new clients through referrals or center clientele.
• Coach 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 seeks a Financial Advisor to deliver comprehensive financial guidance and customized plans using brokerage products such as stocks, bonds, and funds. The role involves triaging client leads and referring to partners to meet client goals.

LIC licenses required: Series 7 and 66 (or 63/65). One year of investments experience and a sales background are preferred; candidates must work Monday–Friday with rotating Saturdays.