Wealth & Investment Solutions Advisor

Bank of America; West Chester (Chester County); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners based on assets, meet with clients to review goals, and build plans incorporating brokerage products and banking solutions.

The role requires Series 7 and 66 licenses (or equivalents), with at least 1 year in investments and financial services. Monday–Friday with rotating Saturdays.

Qualifications

• Requires Series 7 and 66 licenses (or equivalent 63/65) to operate in investment services.
• Minimum 1 year in investments industry with knowledge of products and services.
• Minimum 1 year in financial services or sales environment with performance targets.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or banking centre clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Client Management

Written Communications

Policies & Guidelines

Education

High School Diploma

Job description

Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and customized solutions. You will triage client leads, refer to partners based on assets, meet with clients to review goals, and build plans incorporating brokerage products and banking solutions.

The role requires Series 7 and 66 licenses (or equivalents), with at least 1 year in investments and financial services. Monday–Friday with rotating Saturdays.