Strategic Wealth & Investment Advisor

Bank of America; West Chester Township (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to business partners based on needs and asset thresholds, and meet with clients to review financial and investment goals.

The role requires Series 7 and 66 licenses (63/65 acceptable with a passing 66), and a minimum of one year in financial services or a sales environment.

Qualifications

• Active Series 7 and 66 licenses; if lacking 66 but holding 63/65, an offer may be extended with passing 66 within 60 days.
• Minimum of one year in financial services or a sales environment with goals achieved.
• Builds and nurtures strong client relationships and communicates effectively.

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients via referrals or center clientele.

Skills

Series 7

Series 66

Client relationships

Sales experience

Regulatory compliance

Financial planning

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to business partners based on needs and asset thresholds, and meet with clients to review financial and investment goals.

The role requires Series 7 and 66 licenses (63/65 acceptable with a passing 66), and a minimum of one year in financial services or a sales environment.