Financial Planning & Investment Advisor

Bank of America; Arkansas; On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

The role involves triaging client leads, referrals, building financial plans, and recommending brokerage products, with SAFE Act registration requirements.

Must hold Series 7 and 66, with at least one year in investments or financial services sales, and be able to work Monday through Friday.

Qualifications

• Current Series 7 and 66 licenses (or equivalent 63/65).
• Minimum 1 year in investments and financial services sales.
• Minimum 1 year in financial services or a sales environment meeting goals.
• Ability to build strong relationships and work with clients.

Responsibilities

• Triages client leads and makes referrals to internal partners.
• Meets with clients to review financial goals and builds financial plans.
• Recommends brokerage products and banking solutions.
• Ensures regulatory due diligence and compliance in daily activities.
• Identifies and engages potential new clients through referrals.

Skills

Account management

Advisory

Client focus

Oral communications

Active listening

Attention to detail

Relationship building

Time management

Sales capability

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

The role involves triaging client leads, referrals, building financial plans, and recommending brokerage products, with SAFE Act registration requirements.

Must hold Series 7 and 66, with at least one year in investments or financial services sales, and be able to work Monday through Friday.