Wealth Planner & Investment Advisor

ghr; Crystal River (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits package

Flexible work arrangements

Job summary

Bank of America seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners by client needs and asset thresholds, and meeting with clients to review goals and build financial plans.

Required licenses (Series 7 & 66 or equivalents) and at least one year in investments or financial services.

Qualifications

• Holds FINRA licenses Series 7 and 66 (or 63/65 in lieu); must pass missing series if applicable.
• Experience in investments and financial services; sales background with meeting/exceeding goals.
• Strong relationship-building and client engagement skills; comfortable with fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals 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 partners based on assets.
• Mitigates and controls risk as part of daily activities.
• Identify potential new clients through referrals or existing clientele and coach partners accordingly.

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 and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 & 66 licenses

63 or 65 in lieu of 66

Job description

Bank of America seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners by client needs and asset thresholds, and meeting with clients to review goals and build financial plans.

Required licenses (Series 7 & 66 or equivalents) and at least one year in investments or financial services.