Wealth & Investment Solutions Advisor

Bank of America; Southampton Township (PA); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial services professional to provide comprehensive advice and customized financial solutions. You will meet with clients, review goals, and build financial plans that include brokerage products, banking, and managed solutions.

The role emphasizes regulatory due diligence, referrals to partners, and a client-centric approach in a fast-paced environment. Monday–Friday with rotating Saturdays is typical in this in-office role.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
• Minimum of 1 year of experience in the investments industry, including investment training and knowledge of investment products and services
• Minimum of 1 year of experience in the financial service industry and/or a sales environment where goals were met or exceeded
• Strong relationship-building and collaborative skills
• Willingness to work Monday through Friday with rotating Saturdays

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products such as stocks, bonds, mutual funds, and annuities
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or center clientele
• Provides coaching and feedback to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial services professional to provide comprehensive advice and customized financial solutions. You will meet with clients, review goals, and build financial plans that include brokerage products, banking, and managed solutions.

The role emphasizes regulatory due diligence, referrals to partners, and a client-centric approach in a fast-paced environment. Monday–Friday with rotating Saturdays is typical in this in-office role.