Financial Solutions Advisor | Build Plans & Grow Client Wealth

Bank of America; Goodyear (AZ); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America in Goodyear, Arizona, is looking for a financial advisor to help clients achieve their financial goals through comprehensive advice and customized solutions. Responsibilities include triaging client leads, reviewing financial goals, and recommending suitable products.

The ideal candidate will have relevant licenses, experience in financial services, and strong relational skills. The role promotes an inclusive work environment with fixed hours.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65) licenses.
• At least one year experience in the investments industry.
• At least one year experience in financial service or sales.
• Sets and accomplishes goals effectively.
• Builds and nurtures strong relationships.
• Collaborates effectively with others.
• Communicates effectively with clients.
• Manages goals and prioritizes tasks.
• Adapts to new information and seeks solutions.
• Thoroughly incorporates regulatory due diligence.

Responsibilities

• Works with clients to plan their financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Mitigates and controls risk in daily activities.
• Identifies potential new clients.

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

Bank of America in Goodyear, Arizona, is looking for a financial advisor to help clients achieve their financial goals through comprehensive advice and customized solutions. Responsibilities include triaging client leads, reviewing financial goals, and recommending suitable products.

The ideal candidate will have relevant licenses, experience in financial services, and strong relational skills. The role promotes an inclusive work environment with fixed hours.