Financial Solutions Advisor: Craft Custom Financial Plans

Bank of America; Shelby Township (MI); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Bank of America is seeking a licensed financial professional to help clients achieve their financial goals through tailored brokerage and banking solutions. The role involves meeting clients, building financial plans, and recommending investment products within a supportive, in-office environment.

The position emphasizes regulatory compliance, relationship building, and proactive referrals to internal partners.

Qualifikationen

• Series 7 and 66 licensing; 63/65 can substitute with plan to pass missing series within 60 days.
• Minimum 1 year of experience in investments and investment products/services.
• Minimum 1 year in financial services or sales with goals.
• Strong relationship-building, collaboration, and communication skills.

Aufgaben

• Plan clients' short and long-term financial goals using brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or clientele.

Kenntnisse

Series 7/66 licenses

Client relationships

Regulatory knowledge

Sales experience

Communication

Time management

Ausbildung

High School Diploma

Jobbeschreibung

Bank of America is seeking a licensed financial professional to help clients achieve their financial goals through tailored brokerage and banking solutions. The role involves meeting clients, building financial plans, and recommending investment products within a supportive, in-office environment.

The position emphasizes regulatory compliance, relationship building, and proactive referrals to internal partners.