Wealth Planning & Investment Advisor

Bank of America; Baltimore (MD); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is hiring a client-focused financial advisor to provide comprehensive advice and customized solutions. The role involves triaging leads, referral coordination, and building financial plans with brokerage products to help clients reach goals.

Requirements include Series 7 and 66 licenses, 1+ year in investments or financial services, and the ability to work a Monday–Friday schedule with rotating Saturdays.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu).
• Minimum 1 year in investments with product knowledge.
• Minimum 1 year in financial services or sales with targets met.
• Strong relationship-building and communication skills.
• Ability to work Monday–Friday with rotating Saturdays.
• Includes regulatory due diligence in daily activities.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and referrals to internal partners by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a client-focused financial advisor to provide comprehensive advice and customized solutions. The role involves triaging leads, referral coordination, and building financial plans with brokerage products to help clients reach goals.

Requirements include Series 7 and 66 licenses, 1+ year in investments or financial services, and the ability to work a Monday–Friday schedule with rotating Saturdays.