Investment & Financial Planning Advisor

Bank of America; Crowley (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, build plans, and recommend brokerage products.

Role requires licenses, and may involve residential mortgage origination with SAFE Act registration. Flexible in-office culture with clear expectations and opportunities for growth.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum 1 year in investments industry with product knowledge
• Minimum 1 year in financial services or sales with goals met
• Ability to set and accomplish goals and build relationships
• Strong collaboration and communication skills
• Ability to work Monday–Friday with rotating Saturdays
• Knowledge of regulatory due diligence and SAFE Act requirements

Responsibilities

• Plans client financial goals by building a plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs and assets
• Mitigates and controls risk in daily activities
• Identifies potential new clients through referrals or center clientele
• Provides coaching to referral partners based on client needs and 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

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

NA

Job description

Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, build plans, and recommend brokerage products.

Role requires licenses, and may involve residential mortgage origination with SAFE Act registration. Flexible in-office culture with clear expectations and opportunities for growth.