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

• Currently holds Series 7 & 66 licenses; 63/65 accepted in lieu of 66.
• At least one year of experience in the investments industry with product knowledge.
• At least one year in financial services or a sales role with targets.
• Ability to set and achieve goals and build client relationships.
• Strong regulatory due diligence integrated into daily activities and long-term plans.

Responsibilities

• Works with clients to plan short and long-term financial goals and build a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to appropriate internal partners by asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching and feedback to referral partners based on client needs and services.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures

Client Management

Causation Analysis

Written Communications

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.