Financial Planning & Investments Advisor

Bank of America; Bradenton (FL); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive benefits

Flexible benefits

Résumé du poste

Bank of America in Bradenton, FL seeks a client-focused Financial Advisor to help clients reach their financial goals. You will triage leads, coordinate with partners, review goals, build financial plans, and recommend brokerage products.

This role requires Series 7 and 66 licenses and at least one year in investments or financial services. You'll work Monday through Friday with rotating Saturdays, and be part of a team that emphasizes compliant advice, relationship building, and ongoing client

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu of 66).
• Minimum 1 year of experience in investments or financial services.
• Experience in a sales environment with goals met or exceeded.
• Ability to work Monday–Friday with rotating Saturdays.

Responsabilités

• Triages client leads and makes referrals to internal partners based on client needs.
• Meets with clients to review financial and investment goals and build plans.
• Recommends brokerage products as part of financial advice.
• Keeps knowledge updated by completing required licenses and trainings.
• Adheres to regulatory due diligence and SAFE Act requirements when applicable.

Connaissances

Client relationship management

Goal-oriented mindset

Time management

Communication skills

Regulatory compliance awareness

Formation

High School Diploma or equivalent

Description du poste

Bank of America in Bradenton, FL seeks a client-focused Financial Advisor to help clients reach their financial goals. You will triage leads, coordinate with partners, review goals, build financial plans, and recommend brokerage products.

This role requires Series 7 and 66 licenses and at least one year in investments or financial services. You'll work Monday through Friday with rotating Saturdays, and be part of a team that emphasizes compliant advice, relationship building, and ongoing client