Wealth Planner & Investment Solutions Advisor

Bank of America; North Kingstown (RI); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners based on client needs, meet with clients to review goals, and build financial plans with brokerage products including stocks and funds.

The role requires active licenses (Series 7/66) and relevant investments experience, with a focus on client relationships, risk management, and regulatory due diligence.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry with knowledge of investment products and services
• Minimum of one year of experience in the financial service industry and/or a sales environment with goals met
• Sets and accomplishes goals, building strong relationships and working effectively in a fast-paced environment
• Must be able to work Monday through Friday and rotating Saturdays
• Excellent communication and regulatory due diligence in daily activities

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products
• Recommend banking and investments strategies aligning with client goals
• Triages client requests and makes referrals to internal service providers based on client needs
• Mitigate and control 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 possible products

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Written Communications

Education

High School Diploma

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners based on client needs, meet with clients to review goals, and build financial plans with brokerage products including stocks and funds.

The role requires active licenses (Series 7/66) and relevant investments experience, with a focus on client relationships, risk management, and regulatory due diligence.