Investment & Financial Planning Advisor

Bank of America; El Paso (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America in the United States is seeking a financial services professional to provide client-focused financial planning and brokerage guidance, including planning, referrals, and comprehensive banking solutions.

This role emphasizes licensed investment expertise, client relationship development, and collaboration across internal partners to tailor financial strategies and services for diverse client needs in a fast-paced environment.

Qualifications

• Current holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients

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 and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a financial services professional to provide client-focused financial planning and brokerage guidance, including planning, referrals, and comprehensive banking solutions.

This role emphasizes licensed investment expertise, client relationship development, and collaboration across internal partners to tailor financial strategies and services for diverse client needs in a fast-paced environment.