Investment & Financial Planning Advisor

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

Job summary

Bank of America is seeking an experienced financial professional to provide comprehensive advice and customized solutions to clients. You will triage client leads, refer to internal partners, review goals, and build tailored financial plans with brokerage products.

You will complete required licenses and abide by regulatory requirements, including SAFE Act considerations. The role emphasizes client relationship building, goal setting, and delivering value through a broad range of financial

Qualifications

• Verbal and written communication skills required.
• Brokerage and investment product knowledge preferred.
• Experience in a sales environment with goals achieved or exceeded.

Responsibilities

• Triages client leads and makes referrals to internal partners.
• Builds financial plans and recommends brokerage products.
• Meets with clients to review goals and progress.
• Mitigates risk as part of daily activities.
• Identifies and engages potential new clients through referrals.

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 an experienced financial professional to provide comprehensive advice and customized solutions to clients. You will triage client leads, refer to internal partners, review goals, and build tailored financial plans with brokerage products.

You will complete required licenses and abide by regulatory requirements, including SAFE Act considerations. The role emphasizes client relationship building, goal setting, and delivering value through a broad range of financial