Wealth & Financial Planning Advisor

Bank of America; Latham (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a motivated Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them pursue financial goals. You will triage leads, partner with business units, review goals with clients, and build detailed financial plans that may include brokerage products and mortgage considerations.

Successful candidates hold current Series 7/66 licenses, bring at least one year of investments experience, and demonstrate strong client relationships,

Qualifications

• Currently holds Series 7 and 66 licenses.
• Minimum of one year of investments industry experience.
• Minimum of one year in financial services or a sales environment with goals met.
• Builds and nurtures strong client relationships and communicates confidently.
• Must be able to work Monday through Friday and rotating Saturdays.
• Completes required licenses and trainings; SAFE Act registration.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and referrals to appropriate internal service providers.
• 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

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 is seeking a motivated Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them pursue financial goals. You will triage leads, partner with business units, review goals with clients, and build detailed financial plans that may include brokerage products and mortgage considerations.

Successful candidates hold current Series 7/66 licenses, bring at least one year of investments experience, and demonstrate strong client relationships,