Investment & Financial Planning Advisor

Bank of America; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Flexible benefits

In‑office culture

Job summary

Bank of America is seeking a client‑focused financial professional to provide comprehensive financial advice and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients reach their financial objectives.

The role requires Series 7 and 66 licenses, strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays in an in‑office environment.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Management

Risk Management

Written Communications

Pipeline Management

Policies & Guidelines

Issue Management

Causation Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client‑focused financial professional to provide comprehensive financial advice and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients reach their financial objectives.

The role requires Series 7 and 66 licenses, strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays in an in‑office environment.