Financial Solutions Advisor - Build Client Investment Plans

Bank of America; Duncanville (TX); Presencial; USD 70 000 - 120 000; Tempo integral

Resumo da oferta

Bank of America in the United States seeks an experienced financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You will also pursue required licenses and trainings under SAFE Act rules.

Qualificações

• Holds Series 7 & 66 licenses (or 63/65 in lieu)
• At least 1 year experience in investments or financial services
• At least 1 year experience in sales with goals achieved

Responsabilidades

• Plan clients' short and long-term financial goals with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to internal service providers
• Mitigates and controls risk as part of daily activities
• Engages potential new clients through referrals or center clientele

Conhecimentos

Series 7

Series 66

Investment knowledge

Financial planning

Client relationship

Communication

Time management

Formação académica

High School Diploma

Ferramentas

Computer skills

Descrição da oferta de emprego

Bank of America in the United States seeks an experienced financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You will also pursue required licenses and trainings under SAFE Act rules.