Strategic Financial Solutions Advisor

Bank of America; Wilmington (DE); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to help clients reach their financial goals through tailored brokerage solutions and financial planning.

The role requires Series 7 and 66 licenses, at least one year in investments or financial services, and a track record in a sales environment with targets. Responsibilities include triaging leads, referrals, and maintaining regulatory compliance.

Qualifications

• Requires Series 7 and 66 (or 63/65) licenses.
• Minimum of one year of experience in investments or financial services.
• Experience in a sales environment with goals achieved or exceeded.
• Ability to build relationships and meet client needs while ensuring regulatory compliance.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers based on client needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Client relationship management

Sales acumen

Communication

Time management

Regulatory due diligence

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to help clients reach their financial goals through tailored brokerage solutions and financial planning.

The role requires Series 7 and 66 licenses, at least one year in investments or financial services, and a track record in a sales environment with targets. Responsibilities include triaging leads, referrals, and maintaining regulatory compliance.