Investment & Financial Planning Advisor

Bank of America Corporation; Rincon (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking an investment-focused financial professional to triage client leads, meet with clients, and build financial plans with brokerage products and banking solutions. You will work to expand knowledge through required licenses and training and may originate residential mortgage loans as applicable under SAFE Act requirements.

The position emphasizes relationship building, regulatory diligence, and strong client service within a standard 40-hour work

Qualifications

• 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.
• Must be able to build and nurture relationships and work with clients.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on client needs.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Risk Management

Client Solutions

Pipeline Management

Oral Communications

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking an investment-focused financial professional to triage client leads, meet with clients, and build financial plans with brokerage products and banking solutions. You will work to expand knowledge through required licenses and training and may originate residential mortgage loans as applicable under SAFE Act requirements.

The position emphasizes relationship building, regulatory diligence, and strong client service within a standard 40-hour work