Financial Solutions Advisor - Client Investment Planner

Bank of America; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Flexible schedule

Career growth

Job summary

Bank of America is seeking a results-oriented financial professional to join our team in a client-focused role. You will plan short- and long-term financial strategies for clients using brokerage products and banking solutions, while building trusted relationships and triaging requests to appropriate specialists.

The role requires active licenses (Series 7 & 66 or 63/65 in lieu) and experience in investments or financial services.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses; if 66 not held but 63 or 65 present, offer conditional upon passing missing series within 60 days.
• Has at least one year experience in the investments industry with knowledge of investment products and services.
• Has at least one year experience in financial services and/or a sales environment with goals met or exceeded.
• Sets and accomplishes goals and builds strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently with all clients.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking and money managed solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or financial center clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory Client Experience

Client Solutions Advisory

Oral Communications

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a results-oriented financial professional to join our team in a client-focused role. You will plan short- and long-term financial strategies for clients using brokerage products and banking solutions, while building trusted relationships and triaging requests to appropriate specialists.

The role requires active licenses (Series 7 & 66 or 63/65 in lieu) and experience in investments or financial services.