Investment & Financial Planning Advisor

Bank of America; Idalou (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Bank of America in the United States is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions. You will triage client leads, refer to partners, meet with clients to review goals, and build financial plans incorporating brokerage products.

Requires Series 7 & 66 licenses (63/65 in lieu) and prior investments experience. Strong relationship skills and regulatory due diligence are essential for success in a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 acceptable with condition).
• At least 1 year in investments and financial services.
• Experience in a sales environment with meeting/exceeding goals.
• Ability to build and nurture client relationships.
• Strong communication and regulatory due diligence.

Responsabilités

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and refers to appropriate internal service providers.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients through referrals.
• Provide coaching and feedback to referral partners.

Connaissances

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Client Solutions

Pipeline Management

Formation

High School Diploma / GED

Description du poste

Bank of America in the United States is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions. You will triage client leads, refer to partners, meet with clients to review goals, and build financial plans incorporating brokerage products.

Requires Series 7 & 66 licenses (63/65 in lieu) and prior investments experience. Strong relationship skills and regulatory due diligence are essential for success in a fast-paced environment.