Client-Focused Financial Planner & Investments Advisor

Bank of America; Greenville (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, and building financial plans with brokerage and banking products.

The role requires licenses (Series 7 & 66 or 63/65), industry experience, and strong relationship-building, communication, and risk-management skills.

Qualifications

• Current Series 7 & 66 licenses (or 63/65 with required pass).
• At least 1 year in investments with product knowledge.
• At least 1 year in financial services or sales with goals.
• Ability to set and achieve goals and build relationships.
• Strong communication and collaboration across teams.
• Time management and regulatory due diligence diligence.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal partners.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or center networks.
• Provide coaching to referral partners based on client needs and services.

Skills

Causation Analysis

Written Communications

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, and building financial plans with brokerage and banking products.

The role requires licenses (Series 7 & 66 or 63/65), industry experience, and strong relationship-building, communication, and risk-management skills.