Wealth Planning & Investment Advisor

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

Benefits offered by this job

Competitive benefits

In-office culture

Job summary

Bank of America in Massachusetts seeks a financial professional to provide comprehensive financial guidance and tailored solutions, helping clients reach their goals. You will triage leads, refer to business partners, review goals with clients, build financial plans, and recommend brokerage products.

Role requires required licenses and ongoing training, with eligibility for SAFE Act onboarding. Responsibilities include building client plans with brokerage options, assessing risk, and referring

Qualifications

• Series 7 and 66 licenses (or 63 and 65 in lieu).
• Minimum 1 year in investments and financial services sales.
• Willingness to work Monday–Friday with rotating Saturdays.
• Strong relationship building and collaborative skills.
• Regulatory due diligence and SAFE Act awareness.

Responsibilities

• Plan short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk as part of daily activities.
• Engage potential new clients through referrals and existing centers.
• Coach referral partners based on client needs and product services.

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 in Massachusetts seeks a financial professional to provide comprehensive financial guidance and tailored solutions, helping clients reach their goals. You will triage leads, refer to business partners, review goals with clients, build financial plans, and recommend brokerage products.

Role requires required licenses and ongoing training, with eligibility for SAFE Act onboarding. Responsibilities include building client plans with brokerage options, assessing risk, and referring