Wealth & Investment Planning Advisor

Bank of America; Peoria (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Opportunities for professional growth

Inclusive workplace culture

Job summary

A leading financial institution seeks a dedicated financial advisor to provide comprehensive client solutions. Responsibilities include developing financial plans and triaging client requests. Ideal candidates possess a Series 7 & 66 (or 63/65) license and experience in investment and financial services. Strong interpersonal skills and the ability to adapt in a dynamic environment are essential. The role emphasizes both client engagement and compliance with regulatory requirements in a supportive workplace culture covered by a commitment to inclusivity and professional growth.

Qualifications

• 1+ years in investment industry with knowledge of investment products.
• 1+ years in financial service/sales environments with goal achievement.

Responsibilities

• Build financial plans with brokerage products based on client goals.
• Recommend banking and investment strategies to meet client needs.
• Triages client requests and refers to internal service providers.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

A leading financial institution seeks a dedicated financial advisor to provide comprehensive client solutions. Responsibilities include developing financial plans and triaging client requests. Ideal candidates possess a Series 7 & 66 (or 63/65) license and experience in investment and financial services. Strong interpersonal skills and the ability to adapt in a dynamic environment are essential. The role emphasizes both client engagement and compliance with regulatory requirements in a supportive workplace culture covered by a commitment to inclusivity and professional growth.