Strategic Financial Advisor & Planner

Bank of America; Dumfries (VA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a Financial Services Advisor to provide comprehensive client guidance, plan financial strategies, and tailor investment and banking solutions. The role emphasizes building lasting client relationships, meeting regulatory requirements, and collaborating with partners to deliver customized financial plans.

Responsibilities include triaging client leads, making referrals to partners, and reviewing financial and investment goals with clients.

Qualifications

• Requires Series 7 and 66 licenses; 63/65 acceptable in lieu of 66 with passing score for missing series within 60 days.
• Minimum of 1 year experience in financial services or sales with goals met/exceeded.
• Strong relationship-building and collaboration skills; effective communication with clients.
• Comfort navigating complexity, prioritizing tasks, and executing in a fast-paced environment.
• Willingness to complete required licenses/training and regulatory due diligence.

Responsibilities

• Plan client financial goals and build plans using brokerage products (stocks, bonds, funds, annuities).
• Recommend banking and investment strategies aligned with client objectives.
• Triages client requests and makes referrals to internal service providers based on assets.
• Mitigate and manage risk as part of daily activities.
• Identify and engage new clients through referrals and existing client networks.

Skills

Portfolio Management

Client Management

Investment Management

Pipeline Management

Referral Management

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

CFP Certification

CRPC Certification

Insurance Licenses

Job description

Bank of America is seeking a Financial Services Advisor to provide comprehensive client guidance, plan financial strategies, and tailor investment and banking solutions. The role emphasizes building lasting client relationships, meeting regulatory requirements, and collaborating with partners to deliver customized financial plans.

Responsibilities include triaging client leads, making referrals to partners, and reviewing financial and investment goals with clients.