Investment & Financial Planning Advisor

Bank of America; Santa Fe Capital; Presencial; ARS 1.200.000 - 2.400.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions to help clients reach their financial goals. You will triage leads, refer to business partners based on client needs and assets, meet with clients to review goals, and build financial plans with brokerage products.

The role requires completing licenses and training, and is subject to SAFE Act registration.

Formación

• Requires Series 7 & 66 licenses (or 63/65 in lieu of 66).
• 1+ year experience in investments or financial services preferred.
• Strong ability to build relationships and meet goals.
• Excellent communication and regulatory due diligence.

Responsabilidades

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal partners by asset thresholds.
• Mitigates risk as part of daily activities.
• Identify potential new clients via referrals or center clientele.
• Provide coaching to referral partners on client needs and solutions.

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions to help clients reach their financial goals. You will triage leads, refer to business partners based on client needs and assets, meet with clients to review goals, and build financial plans with brokerage products.

The role requires completing licenses and training, and is subject to SAFE Act registration.