Investment & Financial Planning Advisor

Bank of America Corporation; Massachusetts; On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

Job summary

Bank of America Corporation seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. Responsibilities include triaging leads, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Licenses and ongoing training are required, with potential involvement in residential mortgage loans under SAFE Act rules. The role emphasizes relationship building, risk management, and collaboration across partners to support

Qualifications

• Hold Series 7 and 66 licenses (or 63/65 in lieu)
• 1+ year experience in investments and investment products/services
• 1+ year in financial services or a sales environment with meet/exceed goals
• Proven ability to set and achieve goals and build relationships
• Effective communication, collaboration, and time management skills
• Willingness to work Monday–Friday with rotating Saturdays

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America Corporation seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. Responsibilities include triaging leads, meeting with clients to review goals, building financial plans, and recommending brokerage products.

Licenses and ongoing training are required, with potential involvement in residential mortgage loans under SAFE Act rules. The role emphasizes relationship building, risk management, and collaboration across partners to support