Financial Solutions Advisor: Plan, Invest & Grow Clients

Bank of America; Prescott Valley (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive financial guidance and customized brokerage solutions to clients. The role includes triaging leads, scheduling meetings to review goals, building financial plans, and recommending brokerage products.

Candidates should hold Series 7 & 66 licenses (63/65 acceptable), with at least one year in investments and financial services or sales. The position emphasizes client relationship management in an in-office setting.

Qualifications

• Requires Series 7 & 66 licenses; 63 & 65 in lieu of 66 may be accepted if passing score is obtained within 60 days.
• At least 1 year experience in the investments industry, including investment training and product knowledge.
• At least 1 year experience in financial services and/or a sales environment with goals.
• Strong relationship-building, communication, and ability to work with clients to meet financial goals.

Responsibilities

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products (stocks, bonds, mutual funds, annuities, banking and money managed solutions).
• Recommend banking and investment strategies aligned with client goals and needs.
• Tri-age client requests and refer to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate risk as part of daily activities and engage potential new clients through referrals or existing clientele.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Education

High School Diploma

Job description

Bank of America is seeking a financial advisor to provide comprehensive financial guidance and customized brokerage solutions to clients. The role includes triaging leads, scheduling meetings to review goals, building financial plans, and recommending brokerage products.

Candidates should hold Series 7 & 66 licenses (63/65 acceptable), with at least one year in investments and financial services or sales. The position emphasizes client relationship management in an in-office setting.