Investment & Financial Planning Advisor

Bank of America; Brighton (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a skilled Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners, and meet with clients to review goals and build financial plans using brokerage products and banking solutions.

The role requires relevant licenses and ongoing trainings, with SAFE Act registration for mortgage-related work.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 with condition to pass 66)
• Minimum 1 year of investments industry experience and knowledge
• Minimum 1 year in financial services or sales with goals met/exceeded
• Ability to build and maintain client relationships and manage deadlines

Responsibilities

• Plan short and long-term financial goals with clients using brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triaging client requests and referrals to internal partners
• Mitigate and control risk in daily activities
• Identify potential new clients through referrals or existing clientele
• Coach and provide feedback to referral partners on client needs and services

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 is seeking a skilled Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners, and meet with clients to review goals and build financial plans using brokerage products and banking solutions.

The role requires relevant licenses and ongoing trainings, with SAFE Act registration for mortgage-related work.