Investment & Financial Planning Advisor

Bank of America; Sant Adrià de Besòs; Presencial; EUR 61.301 - 70.058; Jornada completa

Descripción de la vacante

Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role emphasizes relationship-building, goal achievement, and clear communication within a dynamic financial center. 40 hours weekly with client-centered scheduling.

Formación

• Series 7 and 66 licenses required (or 63 and 65 as substitute).
• 1+ year in investments industry with product knowledge.
• 1+ year in financial services or sales with goals met.
• Ability to set and achieve goals and build client relationships.
• Strong communication, collaboration, and time management in a fast-paced environment.

Responsabilidades

• Triaging client leads and making referrals based on client needs and assets.
• Meet with clients to review financial goals and build financial plans.
• Recommend brokerage products and banking solutions to align with goals.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners on client needs and proposed services.

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

Risk Management

Written Communications

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role emphasizes relationship-building, goal achievement, and clear communication within a dynamic financial center. 40 hours weekly with client-centered scheduling.