Financial Planning & Investment Advisor

Bank of America Corporation; Rincon (NM); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. You will meet with clients, build financial plans, and recommend brokerage products such as stocks, bonds, mutual funds, and banking services.

Responsibilities include triaging client leads, making referrals to business partners based on client needs and assets thresholds, and ensuring regulatory due diligence,

Qualifications

• Requires Series 7 and 66 (or 63/65) licenses.
• At least one year in investments or financial services sales.
• Strong relationship building and client-focused mindset.

Responsibilities

• Plan clients' short- and long-term goals with brokerage and banking solutions.
• Recommend strategies aligning with clients' financial goals.
• Triages client requests and refers to appropriate internal partners.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals or existing relationships.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Interpersonal Skills

Oral Communications

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America Corporation in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. You will meet with clients, build financial plans, and recommend brokerage products such as stocks, bonds, mutual funds, and banking services.

Responsibilities include triaging client leads, making referrals to business partners based on client needs and assets thresholds, and ensuring regulatory due diligence,