Financial Solutions Advisor: Client-Focused Investments

Bank of America

Abilene (TX)

Presencial

USD 60 000 - 90 000

Tempo integral

Há 4 dias

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Resumo da oferta

Bank of America in the United States seeks a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to partners, and meet clients to review goals, build plans, and recommend brokerage products.

Expect licensing requirements and ongoing training in a compliant, fast-paced environment. Responsibilities include planning, referrals, coaching partners, and managing risk while delivering tailored client solutions across banking and

Qualificações

Series 7 & 66 licenses required (63/65 acceptable in lieu of 66).
At least one year in investments or financial services with sales background.
Strong relationship-building and goal-oriented mindset.
Willingness to obtain additional licenses and certifications as needed.
Ability to work in a fast-paced, regulated environment.

Responsabilidades

Triages client leads and refers to appropriate partners based on needs and assets.
Meets with clients to review financial and investment goals and builds financial plans.
Recommends banking and investment strategies aligned with client goals.
Builds and maintains client relationships; coaches referral partners.
Manages risk and adheres to regulatory due diligence in daily activities.