Wealth Planning & Investment Advisor

Bank of America; Corvallis (OR); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals.

Responsibilities include triaging leads, referring to internal partners by asset thresholds, and reviewing client goals to propose banking, investments, and wealth management strategies. Licenses and trainings are required, with SAFE Act registration for mortgage-related work.

Qualifications

• Must obtain required industry licenses.
• Strong time management and capacity handling.
• Experience building client relationships and needs-based solutions.

Responsibilities

• Plan short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers by asset thresholds.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Financial planning

Client relationships

Investment strategies

Referrals management

Portfolio management

Oral communications

Risk management

Education

High School Diploma

Bachelor’s degree and/or 1 year financial services experience

FINRA SIE (Desirable)

Job description

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals.

Responsibilities include triaging leads, referring to internal partners by asset thresholds, and reviewing client goals to propose banking, investments, and wealth management strategies. Licenses and trainings are required, with SAFE Act registration for mortgage-related work.