Financial Solutions Advisor: Client Investment Planner

Bank of America; Rockwall (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Bank of America is actively seeking a client-focused financial professional to deliver comprehensive advice and tailored solutions that help clients reach their financial goals. The role involves triaging leads, coordinating with partners, reviewing objectives with clients, building financial plans, and recommending brokerage products.

Licenses and ongoing training, including SAFE Act considerations for mortgage lending, are required.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in financial services or a sales environment
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently with clients
• Manages goals, navigates complexity, prioritizes tasks in a fast-paced environment
• Likes to learn and adapt to new information for clients
• Efficiently manages time and capacity
• Incorporates regulatory due diligence into daily activities and long-term strategies
• Must work Monday through Friday and rotating Saturdays

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions
• Recommends banking and investment strategies that align with client goals
• Triages client requests and referrals to internal service providers based on client needs and assets
• Mitigates and controls risk as part of daily activities
• Identifies potential new clients through referrals or existing clientele
• Provides coaching and feedback to referral partners based on client needs and product services

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 is actively seeking a client-focused financial professional to deliver comprehensive advice and tailored solutions that help clients reach their financial goals. The role involves triaging leads, coordinating with partners, reviewing objectives with clients, building financial plans, and recommending brokerage products.

Licenses and ongoing training, including SAFE Act considerations for mortgage lending, are required.