Investment & Financial Planning Advisor

Bank of America Corporation; Plainfield (NJ); On-site; USD 65,000 - 80,000; Full time

Job summary

Bank of America Corporation seeks a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through brokerage products and banking solutions. The role involves triaging leads, referrals to partners based on client needs and asset thresholds, and building detailed financial plans.

Candidate must hold required licenses (Series 7/66 or 63/65) and have at least 1 year in investments or financial services with sales targets.

Qualifications

• Requires FINRA licenses (Series 7 & 66 or 63/65 in lieu) and active regulatory compliance.
• At least 1 year in investments or financial services with sales targets.
• Strong relationship-building and client-facing skills.

Responsibilities

• Works with clients to plan financial goals and build a financial plan using brokerage products.
• Recommends banking and investment strategies aligned with client objectives.
• Triages client requests and refers to internal service providers per needs and assets.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients through referrals or existing centers of influence.
• Provides coaching to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation seeks a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through brokerage products and banking solutions. The role involves triaging leads, referrals to partners based on client needs and asset thresholds, and building detailed financial plans.

Candidate must hold required licenses (Series 7/66 or 63/65) and have at least 1 year in investments or financial services with sales targets.