Wealth Planning & Investments Advisor

Bank of America; Arundel, Upper Southampton Township, West Chester (DE, PA, Chester County); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial planning and brokerage guidance to clients. You will triage client leads, refer to partners based on asset levels, and help clients review goals and build a tailored financial plan using brokerage products.

Compliance with SAFE Act related to mortgage lending is required where applicable. The role emphasizes licensed advisory work, relationship management, and collaborative engagement with internal partners to

Qualifications

• Hold Series 7 and 66 licenses (or 63/65 in lieu of 66)

Responsibilities

• Triages client needs and referrals to appropriate partners.
• Reviews financial goals with clients and builds financial plans using brokerage products (stocks, bonds, mutual funds, annuities).
• Meets licensing and training requirements for advisory services; may handle residential mortgage loans per SAFE Act.

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 a Financial Advisor to provide comprehensive financial planning and brokerage guidance to clients. You will triage client leads, refer to partners based on asset levels, and help clients review goals and build a tailored financial plan using brokerage products.

Compliance with SAFE Act related to mortgage lending is required where applicable. The role emphasizes licensed advisory work, relationship management, and collaborative engagement with internal partners to