Wealth & Investment Solutions Advisor

Bank of America; Naples (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring to partners, meeting with clients to review goals, and building plans with brokerage products.

Required licenses include Series 7 & 66 (or 63/65 in lieu), with at least one year in investments and financial services.

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66 acceptable).
• At least 1 year in investments with product knowledge.
• At least 1 year in financial services or sales with goals met.
• Ability to set and achieve goals and build client relationships.
• Strong collaboration, communication, and time-management skills.
• Familiarity with regulatory due diligence.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring to partners, meeting with clients to review goals, and building plans with brokerage products.

Required licenses include Series 7 & 66 (or 63/65 in lieu), with at least one year in investments and financial services.