Strategic Financial Advisor & Planner

Bank of America; Greenwood (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking an advisor to help clients achieve their financial goals by providing comprehensive guidance on investments, banking products, and tailored financial plans.

The role requires Series 7 and 66 licenses, with potential for regulatory training and continued development. The candidate will work with clients to review goals, create plans, and refer to partners as needed within a compliant framework.

Qualifications

• Licensed financial advisor roles typically require securities licenses and ongoing compliance training.
• Proven ability to establish client relationships and understand financial goals.
• Experience in planning, investment products, and banking solutions to meet client needs.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client objectives.
• Triages client requests and refers to internal partners based on needs and asset thresholds.
• Mitigate risk and build new client relationships through referrals and outreach.
• Coach and provide feedback to referral partners to improve client solutions.

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an advisor to help clients achieve their financial goals by providing comprehensive guidance on investments, banking products, and tailored financial plans.

The role requires Series 7 and 66 licenses, with potential for regulatory training and continued development. The candidate will work with clients to review goals, create plans, and refer to partners as needed within a compliant framework.