Investment & Financial Planning Advisor

Bank of America; Wilsonville (OR); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America is seeking a skilled financial advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners, meeting clients, building plans, and recommending brokerage products.

Required licenses include Series 7 and 66; candidates usually have 1+ year in investments and in financial services or sales, with a strong emphasis on relationship-building and regulatory due diligence.

Qualifications

• Holds Series 7 and 66 licenses; 60 days to pass missing series if needed.
• Has at least 1 year in investments including product knowledge.
• Has at least 1 year in financial services or sales with goals met or exceeded.
• Demonstrates goal setting, relationship building, and effective communication.
• Experience applying regulatory due diligence in client strategies.

Responsibilities

• Triages client requests and refers to internal service providers based on assets and needs.
• Builds financial plans and recommends brokerage products.
• Plans with clients to reach short- and long-term financial goals.
• Works to mitigate and control risk in daily activities.
• Identifies potential new clients through referrals or existing center clients.
• Provides coaching to referral partners based on client needs and product offerings.

Skills

Series 7

Series 66

Investment knowledge

Sales experience

Relationship building

Regulatory due diligence

Financial planning

CRM software

Education

CFP

CRPC

Insurance licenses

Tools

CRM software

Job description

Bank of America is seeking a skilled financial advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners, meeting clients, building plans, and recommending brokerage products.

Required licenses include Series 7 and 66; candidates usually have 1+ year in investments and in financial services or sales, with a strong emphasis on relationship-building and regulatory due diligence.