Financial Planning & Investment Advisor

Bank of America; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Phoenix seeks a qualified professional to provide personalized financial advisory services. The role includes planning and recommending investment strategies tailored to client goals in a fast-paced environment.

Ideal candidates will hold necessary licenses with at least one year of experience in the investments industry. Strong communication skills and the ability to multitask effectively are essential. Join us to help clients achieve their financial objectives.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• Minimum one year experience in the investments industry.
• Experience in financial services or a sales environment.
• Strong relationship-building and communication skills.
• Ability to manage time and adapt in a fast-paced environment.

Responsibilities

• Work with clients to build financial plans and achieve goals.
• Recommend banking and investment strategies.
• Mitigate risk and engage potential new clients.
• Provide coaching to referral partners.

Skills

Account Management

Advisory Client Experience

Customer and Client Focus

Oral Communications

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Phoenix seeks a qualified professional to provide personalized financial advisory services. The role includes planning and recommending investment strategies tailored to client goals in a fast-paced environment.

Ideal candidates will hold necessary licenses with at least one year of experience in the investments industry. Strong communication skills and the ability to multitask effectively are essential. Join us to help clients achieve their financial objectives.