Financial Planning & Investment Advisor

Bank of America; Grand Prairie (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is hiring a Financial Advisor who provides comprehensive guidance and customized solutions to help clients reach their financial goals. Responsibilities include triaging leads, referrals to partners based on asset thresholds, meeting with clients to review goals, building financial plans, and recommending brokerage products.

The role requires licenses and ongoing training, with SAFE Act registration for mortgage loan work.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu of 66)
• Minimum of 1 year experience in investments and financial services
• Experience in sales where goals were met or exceeded
• Ability to set and achieve goals and build relationships
• Strong communication and time-management skills
• Familiarity with regulatory due diligence and SAFE Act requirements

Responsibilities

• Plan short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities)
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers
• Mitigate and control risk in daily activities
• Identify potential new clients through referrals or existing clientele
• Provide coaching to referral partners on client needs and product services

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Advisor who provides comprehensive guidance and customized solutions to help clients reach their financial goals. Responsibilities include triaging leads, referrals to partners based on asset thresholds, meeting with clients to review goals, building financial plans, and recommending brokerage products.

The role requires licenses and ongoing training, with SAFE Act registration for mortgage loan work.