Wealth Planner & Investment Advisor

Bank of America; Fort Myers (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to deliver comprehensive advisory services and tailored financial plans. You will meet with clients, assess goals, refer to business partners, and build strategies involving brokerage products, banking solutions, and risk-informed decisions.

The role emphasizes licensing requirements (Series 7 & 66), strong communication, and the ability to grow client relationships in a fast-paced environment.

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66) or equivalent.
• Experience in investments or financial services sales with meeting/exceeding goals.
• Ability to build relationships and communicate effectively with clients.

Responsibilities

• Plan clients' short and long-term financial goals and build financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on assets and needs.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or existing center clientele.
• Provide coaching 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, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a client-focused financial professional to deliver comprehensive advisory services and tailored financial plans. You will meet with clients, assess goals, refer to business partners, and build strategies involving brokerage products, banking solutions, and risk-informed decisions.

The role emphasizes licensing requirements (Series 7 & 66), strong communication, and the ability to grow client relationships in a fast-paced environment.