Strategic Financial Planning & Investment Advisor

Bank of America; Florida; On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals. This role involves triaging leads, referrals to partners, meeting clients, building plans, and recommending brokerage products.

Applicants must hold Series 7 & 66 licenses (63/65 acceptable with condition) and have 1+ year in investments or financial services. Expect regulatory diligence and a client-focused, collaborative approach.

Qualifications

• Currently holds Series 7 & 66 licenses; 63/65 acceptable with condition to pass missing series.
• At least 1 year experience in investments and financial services or sales.
• Proven track record meeting or exceeding goals.
• Strong relationship-building and collaboration skills.
• Clear communication with clients and ability to manage time in a fast-paced env.
• Familiarity with regulatory due diligence and risk controls.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal service providers based on assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or existing centers of influence.
• Provide coaching and feedback to referral partners about client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals. This role involves triaging leads, referrals to partners, meeting clients, building plans, and recommending brokerage products.

Applicants must hold Series 7 & 66 licenses (63/65 acceptable with condition) and have 1+ year in investments or financial services. Expect regulatory diligence and a client-focused, collaborative approach.