Strategic Financial Planner & Client Advisor

Bank of America; Massachusetts; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Competitive benefits package

Job summary

Bank of America is hiring to provide comprehensive advice and customized financial solutions. You will triage leads, review goals with clients, build plans with brokerage products, and refer to partners as needed. The role requires licenses and ongoing training, with potential SAFE Act mortgage registration responsibilities.

You will engage clients, plan strategies, and ensure regulatory due diligence while supporting a collaborative in-office culture and career development.

Qualifications

• Series 7 and 66 licenses required (or 63 and 65 in lieu).
• Minimum one year in investments and in a sales environment with goals met.
• Strong relationship building and collaboration skills.
• Willingness to learn, adapt to regulations, and manage time effectively.
• Must work Monday through Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal partners by asset thresholds.
• Mitigate risk as part of daily activities.
• Engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring to provide comprehensive advice and customized financial solutions. You will triage leads, review goals with clients, build plans with brokerage products, and refer to partners as needed. The role requires licenses and ongoing training, with potential SAFE Act mortgage registration responsibilities.

You will engage clients, plan strategies, and ensure regulatory due diligence while supporting a collaborative in-office culture and career development.