Investment & Financial Planning Advisor

Bank of America; United States; On-site; USD 65,000 - 120,000; Full time

Job summary

Bank of America is seeking a client-focused financial services professional to provide comprehensive advice and customized solutions to clients in the United States. You will triage leads, refer to business partners, and review financial and investment goals to build a tailored plan.

The role requires licensing, a strong knowledge of investments, and the ability to work with diverse clients. You will help clients reach their goals with brokerage products, banking solutions, and risk-aware

Qualifications

• Must hold Series 7 licenses and 66 (63/65 in lieu of 66)
• At least 1 year in investments with product knowledge
• Experience in financial services or sales with meeting/exceeding goals
• Strong relationship-building and client-focused communication

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products including stocks, bonds, mutual funds, annuities, and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners based on client needs and products

Skills

Account management

Client advisory

Oral communication

Active listening

Risk management

Regulatory due diligence

Time management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial services professional to provide comprehensive advice and customized solutions to clients in the United States. You will triage leads, refer to business partners, and review financial and investment goals to build a tailored plan.

The role requires licensing, a strong knowledge of investments, and the ability to work with diverse clients. You will help clients reach their goals with brokerage products, banking solutions, and risk-aware