Strategic Financial Planner & Investment Advisor

Bank of America; Lake Worth (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Bank of America is hiring for a client advisory role focused on financial goals, brokerage products, and referrals across partner services. You will triage leads, meet clients, review goals, and build customized plans while maintaining regulatory standards.

Applicants should hold Series 7 and 66 licenses (or equivalents) and have at least one year of investments or financial services experience, with strong communication and relationship skills.

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 with plan to obtain missing).
• 1+ year in investments or financial services with sales experience.
• Strong relationship building and client-facing skills.

Responsibilities

• Triages client leads and refers to business partners based on needs and thresholds.
• Meets clients to review financial goals and build plans using brokerage products.
• Assists in compliant client interaction and regulatory due diligence.

Skills

Causation Analysis

Written Communications

Account Management

Advisory

Client Experience Branding

Client Solutions Advisory

Risk Management

Pipeline Management

Oral Communications

Active Listening

Attention to Detail

Policies, Procedures, and Guidelines

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client advisory role focused on financial goals, brokerage products, and referrals across partner services. You will triage leads, meet clients, review goals, and build customized plans while maintaining regulatory standards.

Applicants should hold Series 7 and 66 licenses (or equivalents) and have at least one year of investments or financial services experience, with strong communication and relationship skills.