Wealth & Investment Solutions Advisor

Bank of America; Boca Raton (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America seeks a licensed financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referrals to partners, meeting with clients, and building financial plans using brokerage products.

Required licenses include Series 7 & 66, with prior investments or financial services sales experience. Bilingual Spanish is preferred.

Qualifications

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
• Series 7 & 66 licenses required, with 63/65 as alternative if 66 obtained later
• 1+ year experience in investments or financial services with sales track record
• Bilingual Spanish desirable and beneficial for client engagement

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligning with client goals.
• Triages client requests and referrals to appropriate internal partners.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing clientele.

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

Job description

Bank of America seeks a licensed financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referrals to partners, meeting with clients, and building financial plans using brokerage products.

Required licenses include Series 7 & 66, with prior investments or financial services sales experience. Bilingual Spanish is preferred.