Financial Planning & Investment Advisor

Bank of America; Sierra Vista (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial professional to provide guidance and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referring to business partners, meeting with clients, building a financial plan, and recommending brokerage products.

Licensing and regulatory training are required, including SAFE Act registration for certain mortgage activities.

Qualifications

• Licensing and regulatory training required, including SAFE Act registration for certain mortgage activities.

Responsibilities

• Triaging client leads
• Referring to business partners
• Meeting with clients
• Building a financial plan
• Recommending brokerage products

Job description

Bank of America is seeking a financial professional to provide guidance and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referring to business partners, meeting with clients, building a financial plan, and recommending brokerage products.

Licensing and regulatory training are required, including SAFE Act registration for certain mortgage activities.