Investment & Financial Planning Advisor

Bank of America; Murphy (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America in the United States is seeking a dedicated Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through brokerage products, banking services, and tailored financial plans.

The role requires Series 7 and 66 licenses (63/65 accepted), at least one year in investments or financial services, strong relationship-building, and the ability to triage client needs, refer to partners, and ensure regulatory due

Formación

• Current holds Series 7 & 66 licenses; if you do not hold 66 but have 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• 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.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Bi-lingual Spanish speaking (Desired)
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as CFP and/or CRPC (Desired).
• Obtained your insurance licenses (Desired).

Responsabilidades

• 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

Conocimientos

Account Management

Advisory

Client Experience Branding

Customer and Client 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

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America in the United States is seeking a dedicated Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through brokerage products, banking services, and tailored financial plans.

The role requires Series 7 and 66 licenses (63/65 accepted), at least one year in investments or financial services, strong relationship-building, and the ability to triage client needs, refer to partners, and ensure regulatory due