Client-Focused Financial Planner & Investment Advisor

Bank of America; Southampton Township (PA); In loco; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

Bank of America in the United States seeks a financial professional to provide comprehensive advisory services and brokerage solutions, building financial plans and guiding clients toward appropriate products. The role includes meeting clients, triaging needs, and referring opportunities to partners while ensuring regulatory due diligence.

The candidate should hold Series 7 and 66 (or 63/65), have at least 1 year in investments and in the financial services or sales space, and demonstrate strong

Competenze

• Licenses: Series 7 and 66 (or 63/65 in lieu).
• Minimum 1 year in investments with product knowledge.
• Minimum 1 year in financial services or sales with goals met.
• Strong relationship-building and communication abilities.
• Ability to work Monday–Friday with rotating Saturdays.

Mansioni

• Plan short- and long-term financial goals with clients using brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identify new clients via referrals or existing clientele and build relationships.
• Provide coaching and feedback to referral partners based on client needs.

Conoscenze

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Formazione

High School Diploma / GED

Descrizione del lavoro

Bank of America in the United States seeks a financial professional to provide comprehensive advisory services and brokerage solutions, building financial plans and guiding clients toward appropriate products. The role includes meeting clients, triaging needs, and referring opportunities to partners while ensuring regulatory due diligence.

The candidate should hold Series 7 and 66 (or 63/65), have at least 1 year in investments and in the financial services or sales space, and demonstrate strong