Wealth & Financial Planning Advisor

Merrill

Boston (MA)

On-site

USD 90,000 - 130,000

Full time

4 days ago

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Job summary

Bank of America is seeking a client advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, and meet with clients to review goals, build plans, and recommend brokerage products. Expect licensing training and SAFE Act compliance for mortgage-related work.

The role emphasizes relationship building, risk mitigation, and a collaborative approach with internal partners to help clients achieve their financial objectives.

Qualifications

Holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
Experience in investments; knowledge of investment products and services.
Sales experience in financial services with goals met/exceeded.
Capable of building and nurturing client relationships.

Responsibilities

Triages client leads and makes referrals to internal partners.
Meets with clients to review financial and investment goals and builds financial plans.
Recommends brokerage products and banking solutions aligned with client goals.
Provides coaching to referral partners and reviews client needs and asset thresholds.
Maintains regulatory due diligence in daily activities and long‑term strategies.
Works Monday–Friday with rotating Saturdays.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Education

Series 7 and 66 licenses

Job description

The role emphasizes relationship building, risk mitigation, and a collaborative approach with internal partners to help clients achieve their financial objectives.

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