Investment & Financial Planning Advisor

Bank of America; Kyle (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is hiring a Financial Advisor to provide comprehensive financial guidance and customized solutions. The role includes triaging client leads, referring to partners, meeting with clients to review goals, and building a financial plan with brokerage products.

Candidates should hold Series 7 & 66 (or 63/65 in lieu) licenses, with at least one year in investments and financial services. Strong relationship-building and regulatory diligence are essential to success.

Qualifications

• Licensed to sell securities: Series 7 and 66 (or 63/65 in lieu of 66). If missing, offer contingent on passing within 60 days.
• Minimum 1 year in the investments industry with product knowledge.
• Minimum 1 year in financial services or a sales environment with goal attainment.
• Ability to set and achieve goals and build relationships.
• Good collaboration, communication, and client engagement skills.
• Strong time management and regulatory due diligence in daily work.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on assets.
• Mitigate risk as part of daily activities.
• Identify potential clients through referrals or existing clientele.

Skills

Series 7 & 66 licensing

Spanish speaking

Strong computer skills

Education

High School Diploma / GED

Job description

Bank of America is hiring a Financial Advisor to provide comprehensive financial guidance and customized solutions. The role includes triaging client leads, referring to partners, meeting with clients to review goals, and building a financial plan with brokerage products.

Candidates should hold Series 7 & 66 (or 63/65 in lieu) licenses, with at least one year in investments and financial services. Strong relationship-building and regulatory diligence are essential to success.