Investment & Financial Planning Advisor

Bank of America; Venice (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial advocate to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners, review financial goals, build financial plans, and recommend brokerage products.

Licensing and trainings must be completed to support residential mortgage loan activities, with SAFE Act compliance. You will work with clients to plan goals, recommend strategies, and coordinate referrals across internal service

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu).
• Minimum 1 year in investments and financial services or sales with target exposure.
• Proven ability to build relationships and meet goals.
• Strong regulatory due diligence and client service orientation.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners per asset thresholds.
• Mitigates and manages risk in daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience

Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Causation Analysis

Client Management

Policies & Guidelines

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client-focused financial advocate to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners, review financial goals, build financial plans, and recommend brokerage products.

Licensing and trainings must be completed to support residential mortgage loan activities, with SAFE Act compliance. You will work with clients to plan goals, recommend strategies, and coordinate referrals across internal service