Investment & Financial Planning Advisor

Bank of America Corporation; Trenton (NJ); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America Corporation is seeking an advisory professional to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, and meet with clients to review goals, build plans, and recommend brokerage products and banking solutions.

The role requires licenses (Series 7 and 66) and at least one year in investments or financial services, with the ability to nurture client relationships and manage risk in a fast-paced environment.

Qualifications

• Series 7 and 66 licenses required; if holding 63/65, offer contingent on passing the missing series within 60 days.
• Minimum 1 year of investments industry experience and knowledge of investment products.
• Minimum 1 year in financial services or sales with meeting/exceeding goals.
• Strong relationship-building and client engagement capabilities.
• Regulatory due diligence and compliance awareness are expected.

Responsibilities

• Triages client leads and makes referrals to business partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds a financial plan.
• Recommends brokerage products and banking solutions aligned with client goals.
• Provides coaching and feedback to referral partners based on client needs and product services.
• Plans and reviews short- and long-term financial goals with clients using a brokerage-enabled approach.
• Mitigates and controls risk as part of daily activities.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Risk Management

Written Communications

Education

High School Diploma or GED

Job description

Bank of America Corporation is seeking an advisory professional to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, and meet with clients to review goals, build plans, and recommend brokerage products and banking solutions.

The role requires licenses (Series 7 and 66) and at least one year in investments or financial services, with the ability to nurture client relationships and manage risk in a fast-paced environment.