Investment & Financial Planning Advisor

Bank of America; North Dartmouth (MA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, build tailored plans, and offer brokerage and banking solutions to clients. The role emphasizes license readiness, client relationships, and adherence to regulatory requirements in a collaborative, in-office setting.

Ideal candidates bring Series 7/66 (or equivalents), at least one year in investments, and a proven ability to meet sales goals while delivering excellent client experiences.

Qualifications

• Holds Series 7 and 66 licenses (or 63 and 65 as equivalents).
• At least 1 year in investments and financial services with sales exposure.
• Demonstrates goal setting, relationship building, and collaborative skills.
• Strong communication and time-management in a fast-paced environment.

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage products.
• Recommends banking and investments strategies aligned with client needs.
• Triages client requests and routes to internal service providers by asset thresholds.
• Identifies potential new clients through referrals and networking.
• Provides coaching to referral partners based on client needs.

Skills

Account Mgmt

Advisory

Client Experience

Active Listening

Oral Communication

Attention to Detail

Risk Management

Written Communication

Pipeline Mgmt

Customer Focus

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, build tailored plans, and offer brokerage and banking solutions to clients. The role emphasizes license readiness, client relationships, and adherence to regulatory requirements in a collaborative, in-office setting.

Ideal candidates bring Series 7/66 (or equivalents), at least one year in investments, and a proven ability to meet sales goals while delivering excellent client experiences.