Wealth Planning Advisor

Bank of America; Augusta (ME); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Augusta, ME seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to partners, review goals, and recommend products.

Licensing and training are required, with SAFE Act compliance for mortgage-related work. Expect to plan portfolios, manage client relationships, and grow a book of business in a strong, client‑centered environment.

Qualifications

• High School Diploma or GED required; a bachelor’s degree is preferred.
• FINRA SIE license required or actively pursuing.
• Experience in financial services or sales is desirable.

Responsibilities

• Plan clients' short- and long‑term financial goals with brokerage and banking products.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal specialists based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals and branch networks.

Skills

Client Experience

Advisory

Investment Management

Executive Presence

Oral Communications

Prospecting

Education

High School Diploma / GED

Bachelor's degree

FINRA SIE

Job description

Bank of America in Augusta, ME seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to partners, review goals, and recommend products.

Licensing and training are required, with SAFE Act compliance for mortgage-related work. Expect to plan portfolios, manage client relationships, and grow a book of business in a strong, client‑centered environment.