Client-Centric Investment Solutions Advisor

Bank of America Corporation; Goodyear (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions, including building financial plans and recommending brokerage products. The role requires Series 7 & 66 licenses (63/65 allowed with condition), at least one year in investments and financial services, and strong relationship-building and communication skills.

In-office with structured attendance in a fast-paced environment.

Qualifications

• Licenses Series 7 and 66 required; 63/65 allowed with condition.

Responsibilities

• Provide comprehensive financial advice and build personalized financial plans.
• Recommend brokerage products to clients and tailor investment solutions.

Skills

Relationship building

Communication

Financial planning

Tools

Brokerage platforms

Job description

Bank of America in the United States seeks a client-focused financial professional to provide comprehensive advice and customized solutions, including building financial plans and recommending brokerage products. The role requires Series 7 & 66 licenses (63/65 allowed with condition), at least one year in investments and financial services, and strong relationship-building and communication skills.

In-office with structured attendance in a fast-paced environment.