Financial Solutions Advisor: Build Clients' Wealth & Plans

Bank of America; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Austin is seeking a Financial Advisor to help clients achieve their financial goals. The ideal candidate has a strong background in investments and finance, holds necessary licenses, and can build strong client relationships. This role involves creating personalized financial plans and offering investment strategies. Opportunities for growth and learning are available within the organization.

Qualifications

• Currently holds Series 7 & 66 licenses (if not, must achieve within 60 days).
• Minimum one year of experience in investments and financial services.
• Proficient in setting and achieving goals.

Responsibilities

• Work with clients to create financial plans using brokerage products.
• Recommend banking and investment strategies to meet client goals.
• Identify new clients and provide feedback to partners.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A leading financial services firm in Austin is seeking a Financial Advisor to help clients achieve their financial goals. The ideal candidate has a strong background in investments and finance, holds necessary licenses, and can build strong client relationships. This role involves creating personalized financial plans and offering investment strategies. Opportunities for growth and learning are available within the organization.