Investment & Financial Planning Advisor

Bank of America; Spring Township (PA); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a client‑focused advisor to deliver comprehensive financial guidance using brokerage and banking products. You will triage leads, build financial plans, and refer clients to partners based on asset thresholds and goals.

Requirements include Series 7 & 66 licenses (or 63/65 with conditions), at least 1 year in investments, and strong relationship management skills. Expect an in-office culture with occasional flexibility based on role needs.

Qualifications

• Series 7 & 66 licenses required; 63/65 acceptable with condition of passing missing series within 60 days.
• Minimum 1 year in investments and financial services with sales experience.
• Strong goal orientation and ability to build client relationships.
• Effective communication and collaborative mindset to serve clients and partners.
• Willing to learn, adapt to regulatory due diligence, and manage time in a fast-paced environment.

Responsibilities

• Plan clients’ short- and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client needs and goals.
• Triages client requests and referrals to appropriate internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or existing center clientele.
• Coach referral partners based on client needs and product options.

Skills

Relationship building

Communication

Goal setting

Time management

Regulatory due diligence

Learning agility

Team collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client‑focused advisor to deliver comprehensive financial guidance using brokerage and banking products. You will triage leads, build financial plans, and refer clients to partners based on asset thresholds and goals.

Requirements include Series 7 & 66 licenses (or 63/65 with conditions), at least 1 year in investments, and strong relationship management skills. Expect an in-office culture with occasional flexibility based on role needs.