Financial Planning & Investment Solutions Advisor

Bank of America

Lubbock (TX)

On-site

USD 65,000 - 105,000

Full time

7 days ago

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Job summary

Bank of America is hiring a financial services professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, build financial plans, and recommend brokerage products.

Licenses and trainings are required, and SAFE Act registration may apply for mortgage-related work. The role emphasizes building relationships, meeting targets, and collaborating with internal teams in an

Qualifications

Must hold Series 7 and 66 licenses (or 63/65 in lieu).
Minimum 1 year of investments industry experience and knowledge of investment products.
Minimum 1 year in financial services or sales with goals met or exceeded.
Strong relationship-building and collaboration skills.
Excellent communication and time-management abilities.

Responsibilities

Triages client leads and refers to internal partners based on needs and assets.
Meets with clients to review financial and investment goals and builds a financial plan with brokerage products.
Recommends banking and investments strategies aligned with client goals.
Provides coaching and feedback to referral partners and engages new clients through referrals.