Wealth & Investment Planning Advisor

Bank of America; Shelby Township (SD); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks an experienced financial professional to provide comprehensive advice and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on needs and assets, meet clients to review goals, build financial plans, and recommend brokerage products.

Licensing requirements include Series 7 and 66, with ongoing training; residential mortgage duties may apply under SAFE Act, requiring registration.

Qualifications

• Currently holds Series 7 and 66 licenses; if missing 66, plan for 63 or 65 with pass within 60 days.
• Minimum of one year of experience in the investments industry with product knowledge.
• Minimum of one year in financial services or sales with goals attainment.
• Demonstrates goal setting, relationship building, and cross-functional collaboration.
• Strong communication, time management, and regulatory due diligence.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client needs.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate risk and engage potential new clients through referrals.
• Coach referral partners based on client needs and products advised.

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

Risk Management

Written Communications

Education

High School Diploma / GED

Tools

Series 7

Series 66

Regulatory Compliance

Job description

Bank of America in the United States seeks an experienced financial professional to provide comprehensive advice and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on needs and assets, meet clients to review goals, build financial plans, and recommend brokerage products.

Licensing requirements include Series 7 and 66, with ongoing training; residential mortgage duties may apply under SAFE Act, requiring registration.