Wealth Planning & Investment Advisor

Bank of America; Medford (MA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused financial solutions advisor. You will guide clients toward their financial goals using brokerage products, banking solutions, and personalized investment strategies.

You will triage client needs, refer to internal specialists, and help manage risk in a fast-paced environment. The role emphasizes building relationships, maintaining compliance, and leveraging cross‑team partnerships to deliver tailored financial plans.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Plan client financial goals with brokerage products and managed solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management Pipeline

Referral Management

Customer Focus

Portfolio Prospecting

Referral Identification

Oral Communication

Risk Management

Trading

Education

High School Diploma / GED

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

FINRA SIE

Job description

Bank of America is seeking a client-focused financial solutions advisor. You will guide clients toward their financial goals using brokerage products, banking solutions, and personalized investment strategies.

You will triage client needs, refer to internal specialists, and help manage risk in a fast-paced environment. The role emphasizes building relationships, maintaining compliance, and leveraging cross‑team partnerships to deliver tailored financial plans.