Investment & Financial Planning Advisor

Bank of America; Bay Harbor Islands (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a seasoned financial advisor to deliver comprehensive advice and customized solutions helping clients meet financial goals. You will triage leads, refer to partners, review goals with clients, and build financial plans incorporating brokerage products.

You will complete required licenses and trainings, comply with SAFE Act rules, and engage in building trusted client relationships while controlling risk in a fast-paced environment.

Qualifications

• Licenses and trainings completed as required by role.
• Familiarity with SAFE Act rules and compliance.
• Experience triaging leads and building client relationships.

Responsibilities

• Triage leads and refer to suitable partners to support client goals.
• Review client goals and build financial plans incorporating brokerage products.
• Engage in building trusted client relationships while managing risk in a fast-paced environment.

Job description

Bank of America is seeking a seasoned financial advisor to deliver comprehensive advice and customized solutions helping clients meet financial goals. You will triage leads, refer to partners, review goals with clients, and build financial plans incorporating brokerage products.

You will complete required licenses and trainings, comply with SAFE Act rules, and engage in building trusted client relationships while controlling risk in a fast-paced environment.