Wealth Planning & Investment Advisor

Bank of America; Florida; On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in the United States to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals, build plans, and recommend brokerage products.

This role requires Series 7 & 66 licenses and SAFE Act compliance. You will engage clients to plan investments across stocks, bonds, mutual funds, annuities, and banking solutions

Qualifications

• Current Series 7 & 66 licenses required (63/65 in lieu of 66 accepted with passing score for missing series within 60 days).
• At least 1 year of experience in the investments industry, including investment training and product knowledge.
• At least 1 year in financial services or sales with demonstrated goal achievement.
• Strong relationship-building and collaboration skills.
• Effective communication and client engagement across activities and channels.
• Ability to manage goals, navigate complexity, and prioritize in a fast-paced environment.
• Commitment to regulatory due diligence and ethical practices.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan and recommending brokerage products (stocks, bonds, mutual funds, annuities, banking and money management).
• Provide coaching and referrals to internal service providers based on client needs and asset thresholds.
• Triages client requests and makes referrals according to asset levels and client goals.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Ensure compliance by applying regulatory due diligence in daily activities and long-term strategies.

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

Job description

Bank of America is seeking a Financial Advisor in the United States to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals, build plans, and recommend brokerage products.

This role requires Series 7 & 66 licenses and SAFE Act compliance. You will engage clients to plan investments across stocks, bonds, mutual funds, annuities, and banking solutions