Financial Planning & Investment Advisor

Bank of America; League City (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. The role includes triaging leads, meeting clients to review goals, building financial plans, and recommending brokerage products.

Licensing (Series 7 & 66) and investment experience are required; bilingual Spanish is a plus. Expect SAFÉ Act compliance within a dedicated financial center.

Formación

• Current Series 7 & 66 licenses required; 63/65 accepted if 66 pending.
• Minimum 1 year experience in investments or financial services.
• Experience in a sales environment with goals met/exceeded.
• Bi-lingual Spanish is a plus; strong computer skills.

Responsabilidades

• Triages client requests and refers to internal service partners by need and assets.
• Plans and reviews client financial goals, building financial plans with brokerage products.
• Recommends banking and investment strategies aligned to client goals.
• Builds client relationships and coaches referrals to maximize outcomes.
• Manages risk and ensures regulatory due diligence in daily activities.

Conocimientos

Client Management

Advisory

Sales-oriented

Oral Communications

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Educación

Series 7 & 66 licenses

High School Diploma / GED

Descripción del empleo

Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. The role includes triaging leads, meeting clients to review goals, building financial plans, and recommending brokerage products.

Licensing (Series 7 & 66) and investment experience are required; bilingual Spanish is a plus. Expect SAFÉ Act compliance within a dedicated financial center.