Strategic Wealth & Financial Advisor

Bank of America; Atlanta (GA); On-site; USD 90,000 - 135,000; Full time

Job summary

Bank of America in Atlanta is seeking a client-focused financial advisor to guide clients toward their financial goals using brokerage and banking products. You will build plans, review investments, and refer to partners as appropriate while meeting regulatory requirements.

The role requires Series 7 and 66 (or equivalents), at least one year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays in a fast-paced environment.

Qualifications

• This role requires Series 7 and 66 licenses, or the equivalent 63/65 in lieu of 66.
• Minimum of one year in investments and/or financial services with sales experience.
• Ability to work Monday through Friday and rotating Saturdays.
• Strong relationship-building and regulatory due diligence skills.

Responsibilities

• Plan short- and long-term financial goals with clients and build financial plans using brokerage products.
• Recommend banking and investment strategies aligned to client goals and needs.
• Triages client requests and makes referrals based on assets and client needs.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or existing center relationships.
• Provide coaching and feedback to referral partners about client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Atlanta is seeking a client-focused financial advisor to guide clients toward their financial goals using brokerage and banking products. You will build plans, review investments, and refer to partners as appropriate while meeting regulatory requirements.

The role requires Series 7 and 66 (or equivalents), at least one year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays in a fast-paced environment.