Wealth & Investment Advisor

Bank of America; Crystal River (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Flexible work options

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners by need and asset thresholds, meet with clients to review goals, and build a financial plan with brokerage products.

You will pursue required licenses and maintain SAFE Act compliance. You will work with clients to plan goals, recommend banking and investments, and nurture relationships while coordinating with internal teams to

Qualifications

• Current Series 7 and 66 (or 63/65 with plan to obtain missing series within 60 days).
• Experience in investments and financial services with a track record of meeting sales goals.
• Strong relationship-building and client engagement skills.
• Regulatory due diligence integrated into daily activities and long-term strategies.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products (stocks, bonds, funds, annuities).
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and referrals to internal service providers by client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify new clients via referrals or existing financial center clients.
• Provide coaching and feedback to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 & 66 licenses

Insurance licenses

CFP designation (desired)

CRPC designation (desired)

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners by need and asset thresholds, meet with clients to review goals, and build a financial plan with brokerage products.

You will pursue required licenses and maintain SAFE Act compliance. You will work with clients to plan goals, recommend banking and investments, and nurture relationships while coordinating with internal teams to