Client Investment & Financial Planning Advisor

Bank of America; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Atlanta, Georgia, is seeking dedicated financial advisors to assist clients in achieving their financial goals. Candidates will develop financial plans, recommend banking and investment strategies, and manage client relationships effectively.

The position requires at least one year of experience in the finance or sales sector, as well as valid Series 7 & 66 licenses (or equivalent). Bank of America emphasizes a culture of workplace inclusion and offers opportunities for career growth.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• At least one year in the financial service or sales environment.
• Ability to set and accomplish personal goals.
• Ability to build strong relationships with clients.
• Effective communication skills in engaging with clients.
• Capable of managing priorities in a fast-paced environment.
• Willingness to learn and adapt to new information.
• Strong time management and efficiency.

Responsibilities

• Work with clients to develop financial plans.
• Recommend banking and investment strategies.
• Triaging client requests and making referrals.
• Mitigate and control risk daily.
• Engage new clients through referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Atlanta, Georgia, is seeking dedicated financial advisors to assist clients in achieving their financial goals. Candidates will develop financial plans, recommend banking and investment strategies, and manage client relationships effectively.

The position requires at least one year of experience in the finance or sales sector, as well as valid Series 7 & 66 licenses (or equivalent). Bank of America emphasizes a culture of workplace inclusion and offers opportunities for career growth.