Financial Planning & Advisory Specialist

Bank of America; Harbor Pines (CA); In loco; USD 70.000 - 80.000; Tempo pieno

Descrizione del lavoro

Bank of America is hiring to provide comprehensive financial advice and customized client solutions. Responsibilities include triaging leads, referring to partners, and reviewing goals with clients to build financial plans.

Candidates will work toward required licenses and training, including SAFE Act registration for certain mortgage roles. Applicants should have Series 7 & 66 licenses (or 63/65 as substitute), and at least 1 year in investments and financial services.

Competenze

• Holds Series 7 & 66 licenses; 63/65 in lieu of 66 if missing.
• At least 1 year experience in investments and financial services.
• Sales environment with goals met/exceeded; strong relationship building.

Mansioni

• Plan client financial goals and build a financial plan with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigates and controls risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Conoscenze

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Bank of America is hiring to provide comprehensive financial advice and customized client solutions. Responsibilities include triaging leads, referring to partners, and reviewing goals with clients to build financial plans.

Candidates will work toward required licenses and training, including SAFE Act registration for certain mortgage roles. Applicants should have Series 7 & 66 licenses (or 63/65 as substitute), and at least 1 year in investments and financial services.