Investment & Financial Planning Advisor

Bank of America; Newcastle (WA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is hiring in the United States for a role that provides comprehensive financial advice and customized solutions to clients. The position includes building financial plans, reviewing goals, and recommending brokerage products while meeting license and training requirements.

Responsibilities include planning client goals, triaging requests, and referring to internal partners. The role requires regulatory diligence and the ability to work Monday through Friday with rotating

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 in lieu)
• At least 1 year in investments industry with product knowledge
• At least 1 year in financial services or sales with meeting/exceeding goals
• Strong relationship-building and collaboration skills
• Effective communication with clients and ability to manage time and priorities
• Familiar with regulatory due diligence and SAFE Act requirements

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to appropriate service providers
• Mitigate and control risk in daily activities
• Identify potential new clients through referrals or existing relationships
• Coach and provide feedback to referral partners based on client needs

Skills

Account Management

Advisory

Client Experience

Oral Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in the United States for a role that provides comprehensive financial advice and customized solutions to clients. The position includes building financial plans, reviewing goals, and recommending brokerage products while meeting license and training requirements.

Responsibilities include planning client goals, triaging requests, and referring to internal partners. The role requires regulatory diligence and the ability to work Monday through Friday with rotating