Wealth & Investment Advisor

Bank of America; Northern (KY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Bank of America is hiring in the United States for a financial services professional focused on advising clients and building tailored financial plans. This role involves triaging client leads, referring to partners based on assets, and reviewing client goals with comprehensive financial strategies.

Required licenses and a minimum of one year in investments or financial services are expected, with a Monday–Friday schedule and some Saturday rotation.

Qualifications

• Typical guidance and advisory responsibilities to help clients reach financial goals.
• Licensing and regulatory compliance including SAFE Act where applicable.
• Strong relationship-building and referral coordination within financial services.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing clientele.
• Provides coaching to referral partners based on client needs.

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 hiring in the United States for a financial services professional focused on advising clients and building tailored financial plans. This role involves triaging client leads, referring to partners based on assets, and reviewing client goals with comprehensive financial strategies.

Required licenses and a minimum of one year in investments or financial services are expected, with a Monday–Friday schedule and some Saturday rotation.