Investment & Financial Planning Advisor

Bank of America; Abilene (TX); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive financial guidance and customized solutions. This role triages client leads, referrals to partners based on client needs and asset thresholds, and conducts client meetings to review goals and develop financial plans with brokerage products.

Licensing requirements and SAFE Act considerations apply. Mon–Fri with rotating Saturdays and a focus on responsible growth.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry and financial services sales.
• Willingness to meet or exceed sales goals and build client relationships.
• Ability to navigate and communicate effectively in a fast-paced environment.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on client needs and asset levels.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Account Management

Advisory

Client Experience Branding

Customer 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 seeking a client-focused financial professional to provide comprehensive financial guidance and customized solutions. This role triages client leads, referrals to partners based on client needs and asset thresholds, and conducts client meetings to review goals and develop financial plans with brokerage products.

Licensing requirements and SAFE Act considerations apply. Mon–Fri with rotating Saturdays and a focus on responsible growth.