Bank of America
Financial Solutions Advisor-Greater Philadelphia Market
Wilmington +1 · Full-time · Posted Aug 14, 2026
- Location
- Wilmington
West Chester - Experience
- Minimum one year in investments and minimum one year in financial services and/or goal-driven sales; desired: three or more years in financial services and/or goal-driven sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals, builds financial plans, recommends banking and investment solutions, and connects clients with internal service providers.
What you'll do
- Build financial plans and recommend brokerage products and strategies suited to clients’ goals.
- Triage client requests, refer clients to internal partners, and develop new client relationships.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services or goal-driven sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years in financial services or goal-driven sales; CFP or CRPC designation and/or insurance licenses.
Model-written summary · the original posting is authoritative