Investment & Financial Planning Advisor

Bank of America; Midlothian (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, assisting them in achieving financial goals through brokerage products and banking services. The role requires licensing, client triage, referrals, and building financial plans.

The position involves meeting clients, reviewing goals, expanding knowledge via required licenses and trainings, and adhering to regulatory standards, including SAFE Act for mortgage lending where

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalent 63/65)
• Minimum of one year of investments industry experience
• Minimum of one year in financial services or sales with goals met
• Ability to plan and build client financial plans
• Willingness to complete required licenses and trainings

Responsibilities

• Plan clients’ short and long-term financial goals with brokerage products
• Recommend banking and investment strategies
• Triages client requests and refers to internal service providers
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching to referral partners based on client needs

Skills

Series 7 licenses

Series 66 licenses

Investment knowledge

Sales experience

Relationship building

Communication skills

Time management

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, assisting them in achieving financial goals through brokerage products and banking services. The role requires licensing, client triage, referrals, and building financial plans.

The position involves meeting clients, reviewing goals, expanding knowledge via required licenses and trainings, and adhering to regulatory standards, including SAFE Act for mortgage lending where