Teams at Bank of America

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and managed money solutions. Responsibilities include assessing financial goals, building plans, referring clients to internal partners, managing leads, identifying new business, controlling risk, and maintaining regulatory compliance. The role requires securities licensing, client relationship skills, financial services or sales experience, and completion of required training.

Entry-level financial advisory role with structured training toward SIE, Series 7, and Series 66 licensing. Advises banking, small-business, and affluent clients by assessing needs, recommending financial solutions, managing relationships, conducting reviews, and collaborating with banking and investment partners. Requires SAFE Act registration, strong communication, time management, client-service, sales, and adaptability skills. The position is primarily in-office, Monday through Friday, with some Saturdays required.

Provide client service support to Financial Advisors and their clients by responding to client requests, preparing accurate client materials, promoting banking and investment solutions, ensuring compliance with policies, and supporting day-to-day team activities and coverage needs with a client-first mindset.