Financial Solutions Advisor: Build Client Financial Plans

Bank of America Corporation; Austin (TX); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation in the United States is seeking a financial center advisor to provide comprehensive advice and customized solutions to clients, helping them meet their financial goals. The role involves triaging client leads, making referrals to business partners, and building a financial plan with brokerage products.

You will work in a structured environment requiring licenses (Series 7 & 66) and ongoing training, with a focus on risk management, client relationships, and meeting

Competenze

• Series 7 & 66 licenses required; if missing 66, 63/65 allowed with plan to pass missing series within 60 days.
• Minimum of 1 year in investments or financial services with sales experience.
• Strong relationship-building and communication skills.
• Willingness to obtain required licenses and training.

Mansioni

• Plan client goals and build a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs/assets.
• Mitigate and manage risk as part of daily activities.
• Identify and engage new clients through referrals and center clientele.

Conoscenze

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Bank of America Corporation in the United States is seeking a financial center advisor to provide comprehensive advice and customized solutions to clients, helping them meet their financial goals. The role involves triaging client leads, making referrals to business partners, and building a financial plan with brokerage products.

You will work in a structured environment requiring licenses (Series 7 & 66) and ongoing training, with a focus on risk management, client relationships, and meeting