Financial Planning & Investment Advisor

Bank of America; Odessa (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Bank of America seeks a financial advisor capable of delivering comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and build financial plans using brokerage products.

Requirements include Series 7 & 66 (or 63/65), at least one year in investments and financial services, and strong relationship-building and communication skills. Bilingual Spanish a plus; training and licensing are provided.

Qualifications

• Holds Series 7 & 66 licenses (or 63/65 in lieu)
• At least 1 year in investments and financial services
• Experience in sales with meeting/exceeding goals
• Strong relationship-building and communication skills

Responsabilités

• Provide financial guidance and tailored solutions to clients
• Build financial plans using brokerage products
• Triages client requests and refers to appropriate partners
• Manage risk and maintain compliance with regulatory due diligence

Connaissances

Series 7

Series 66

63/65 in lieu of 66

Investment knowledge

Relationship building

Communication

Time management

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Formation

High School Diploma / GED

Outils

Microsoft Office

CRM systems

Description du poste

Bank of America seeks a financial advisor capable of delivering comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and build financial plans using brokerage products.

Requirements include Series 7 & 66 (or 63/65), at least one year in investments and financial services, and strong relationship-building and communication skills. Bilingual Spanish a plus; training and licensing are provided.