Financial Planning & Investments Advisor

Bank of America; Paradise (NV); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products in a compliant, client-focused environment.

This role requires Series 7 and 66 licenses (or 63/65 in lieu), at least one year in investments, and a track record in financial services or sales.

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66).
• At least one year experience in the investments industry.
• Experience in financial services or a sales environment with goals.
• Builds and nurtures strong client relationships.
• Communicates effectively with clients and partners.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Risk Management

Education

High School Diploma

Job description

Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products in a compliant, client-focused environment.

This role requires Series 7 and 66 licenses (or 63/65 in lieu), at least one year in investments, and a track record in financial services or sales.