Strategic Investment Solutions Advisor

Bank of America Corporation; Wesley Chapel (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a financial advisor to provide comprehensive guidance and tailored solutions to help clients achieve financial goals. The role involves building financial plans, reviewing investment goals, and recommending brokerage products within a collaborative bank environment.

The position requires Series 7 and 66 licenses (or substitutes), 1+ year in investments or financial services, and strong relationship-building and communication skills.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 equivalents) as required.
• Minimum 1 year in investments or financial services with product knowledge.
• 1+ years in a sales environment meeting or exceeding goals.
• Demonstrates goal setting, relationship building, and effective collaboration.
• Strong communication skills and ability to engage clients confidently.

Responsibilities

• Triages client leads and refers to internal partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds financial plans with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Identifies new clients through referrals or center clientele and manages risk in daily activities.

Skills

Series 7 and 66 licenses

Financial advisory

Client relationship building

Sales experience

Communication

Education

High School Diploma

Job description

Bank of America Corporation in the United States is seeking a financial advisor to provide comprehensive guidance and tailored solutions to help clients achieve financial goals. The role involves building financial plans, reviewing investment goals, and recommending brokerage products within a collaborative bank environment.

The position requires Series 7 and 66 licenses (or substitutes), 1+ year in investments or financial services, and strong relationship-building and communication skills.