Investment & Financial Planning Advisor

Bank of America; Tucson (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in Tucson seeks a client-focused financial professional to plan and execute comprehensive financial strategies for clients, using brokerage products and banking solutions. You will build relationships, deliver tailored investment guidance, and coordinate with internal service teams to meet client needs.

The role requires Series 7/66 licenses and experience in the financial services industry, with a strong emphasis on regulatory due diligence and risk management.

Qualifications

• Experience in planning and managing client financial plans.
• Knowledge of investment products and services.
• Strong relationship-building and communication skills.
• Ability to navigate regulatory requirements and risk management.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking/investment solutions.
• Recommends strategies aligned with client goals and needs.
• Triages client requests and refers to appropriate internal service providers.
• Mitigates risk as part of daily activities.
• Identifies new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory Client Experience

Branding

Customer and Client Focus

Oral Communications

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in Tucson seeks a client-focused financial professional to plan and execute comprehensive financial strategies for clients, using brokerage products and banking solutions. You will build relationships, deliver tailored investment guidance, and coordinate with internal service teams to meet client needs.

The role requires Series 7/66 licenses and experience in the financial services industry, with a strong emphasis on regulatory due diligence and risk management.