Wealth Planning & Investment Advisor

Bank of America; Manor (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking an advisor to help clients reach their financial goals through brokerage products and tailored investment plans. The role involves triaging leads, referrals to partners, and building long-term client relationships in a client-focused environment.

The position requires Series 7 and 66 licenses (63/65 in lieu) and a minimum of one year in investments or financial services, with potential for growth and professional development including regulatory compliance and SAFE Act

Qualifications

• Current Series 7 and 66 licenses; 63/65 alternative with passing score in 60 days.
• At least one year experience in the investments industry with knowledge of products and services.
• At least one year experience in financial services or a sales environment with goals met or exceeded.
• Goal-oriented, relationship builder, able to collaborate and communicate confidently.

Responsibilities

• Plans clients' short- and long-term financial goals with brokerage products.
• Recommends banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal service providers as needed.
• Mitigates risk as part of daily activities; identifies new clients through referrals.
• Provides coaching to referral partners based on client needs and 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 is seeking an advisor to help clients reach their financial goals through brokerage products and tailored investment plans. The role involves triaging leads, referrals to partners, and building long-term client relationships in a client-focused environment.

The position requires Series 7 and 66 licenses (63/65 in lieu) and a minimum of one year in investments or financial services, with potential for growth and professional development including regulatory compliance and SAFE Act