Wealth Planning Advisor: Guide Financial Goals

ghr; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build plans, and recommend brokerage products.

The role requires securities licenses (Series 7 & 66, or 63/65) and at least one year in investments or financial services, with a strong emphasis on relationship building and regulatory compliance.

Qualifications

• Currently holds Series 7 & 66 licenses. If not, 63/65 with plan to obtain missing license within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience in financial services and/or a sales environment with meeting/exceeding goals.
• Demonstrates goal setting, relationship building, collaboration, and effective communication.

Responsibilities

• Plans clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or client base.
• Provides coaching and feedback to referral partners.

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

High School Diploma or equivalent

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build plans, and recommend brokerage products.

The role requires securities licenses (Series 7 & 66, or 63/65) and at least one year in investments or financial services, with a strong emphasis on relationship building and regulatory compliance.