Wealth & Investment Solutions Advisor

ghr; West Chester (Chester County); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America seeks a licensed financial professional to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet clients, and build financial plans with brokerage products.

You will also pursue new clients, train referral partners, and ensure regulatory compliance. The role requires Series 7 and 66 (or 63/65) licenses and at least one year in investments or financial services.

Qualifications

• Requires FINRA licenses (Series 7 and 66 or equivalent 63/65)
• Minimum 1 year in investments industry and financial services
• Experience in sales environment with meeting/exceeding goals
• Strong relationship building and client engagement skills
• Ability to work Monday–Friday with rotating Saturdays
• Comfortable in fast-paced environment with regulatory due diligence

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products
• Recommend banking and investment strategies aligned with client goals and needs
• Triages client requests and makes referrals to internal partners based on client needs
• Mitigate and controls risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer 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 / GED / Secondary School or equivalent

Job description

Bank of America seeks a licensed financial professional to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet clients, and build financial plans with brokerage products.

You will also pursue new clients, train referral partners, and ensure regulatory compliance. The role requires Series 7 and 66 (or 63/65) licenses and at least one year in investments or financial services.