Wealth Planning & Investment Advisor

Bank of America; Gardendale (AL); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners as needed, and meet with clients to review goals and develop financial plans involving brokerage products.

The role requires licenses (Series 7/66 or equivalents) and prior investments experience, with a focus on building client relationships in a fast-paced environment.

Qualifications

• Candidate holds Series 7 and 66 licenses (or 63/65 in lieu) required.
• Minimum of one year in investments with product knowledge.
• Experience in financial services or sales environment meeting goals.
• Strong relationship-building and collaborative mindset.
• Effective communication and ability to engage clients confidently.

Responsibilities

• Triages client leads, reviews goals, and builds a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client needs.
• Meets with clients to review financial goals and asset thresholds.
• Ensures regulatory due diligence and completes required licenses/trainings.
• Engages in growing client base through referrals and partnerships.
• Works Monday–Friday with rotating Saturdays.

Skills

Account Management

Advisory

Client Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners as needed, and meet with clients to review goals and develop financial plans involving brokerage products.

The role requires licenses (Series 7/66 or equivalents) and prior investments experience, with a focus on building client relationships in a fast-paced environment.