Strategic Wealth & Investment Advisor

Bank of America; Leinster; On-site; EUR 61,000 - 70,000; Full time

Benefits offered by this job

Formulaic incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referring to partners, meeting clients to review goals, building financial plans, and recommending brokerage products.

The position requires SAFE Act registration and related background checks. Responsibilities include planning with clients, recommending strategies, and coaching referral partners, all

Qualifications

• Series 7 and Series 66 licenses required; if only 63/65 held, offer contingent on passing missing series within 60 days.
• Minimum 1 year experience in investments and knowledge of investment products and services.
• Minimum 1 year experience in financial services or sales with goals achieved or exceeded.
• Ability to build relationships, work with teams, and communicate effectively.

Responsibilities

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on client needs and asset thresholds.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Series 7

Series 66

Investments experience

Client relationship building

Sales experience

Communication

Time management

Regulatory due diligence

Education

High School Diploma

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referring to partners, meeting clients to review goals, building financial plans, and recommending brokerage products.

The position requires SAFE Act registration and related background checks. Responsibilities include planning with clients, recommending strategies, and coaching referral partners, all