Wealth & Investment Advisor

Bank of America Corporation; Mount Pleasant (SC); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America Corporation is seeking a client‑facing financial advisory professional to develop personalized financial plans using brokerage products, such as stocks and funds. The role focuses on meeting with clients, reviewing goals, and referring to internal partners to execute strategies while maintaining regulatory diligence.

The position requires active licensing (Series 7/66 or equivalents) and prior investments experience, with an emphasis on building relationships and delivering

Qualifications

• Current Series 7 and 66 licenses (or equivalent 63/65).
• At least 1 year experience in investments with product knowledge.
• At least 1 year in financial services or sales with goals met.
• Ability to set and achieve goals, build relationships and collaborate.
• Strong communication skills and comfort engaging clients.
• Willingness to work Monday–Friday and rotating Saturdays.

Responsibilities

• Work with clients to plan financial goals and build a plan using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigates and controls risk in daily activities.
• Identifies new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and products.

Skills

Account Management

Advisory

Client Experience Branding

Customer 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

Job description

Bank of America Corporation is seeking a client‑facing financial advisory professional to develop personalized financial plans using brokerage products, such as stocks and funds. The role focuses on meeting with clients, reviewing goals, and referring to internal partners to execute strategies while maintaining regulatory diligence.

The position requires active licensing (Series 7/66 or equivalents) and prior investments experience, with an emphasis on building relationships and delivering