Investment & Financial Planning Advisor

Bank of America; Norman (OK); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America is hiring a financial advisor who will provide comprehensive advice and customized solutions to clients to help them reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and build detailed financial plans with brokerage products.

The role requires licensing (Series 7/66) and industry experience, along with the ability to communicate clearly, manage risk, and grow a client base

Qualifications

• Must hold Series 7 and 66 licenses (or 63/65 equivalents).
• Minimum of one year in investments or financial services sales.
• Proven ability to build and nurture client relationships.
• Experience triaging client leads and referring to business partners.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Meet with clients to review financial and investment goals and build financial plans.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Identify potential new clients through referrals or existing center clientele.

Skills

Series 7 and 66 licenses

Relationship building

Job description

Bank of America is hiring a financial advisor who will provide comprehensive advice and customized solutions to clients to help them reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and build detailed financial plans with brokerage products.

The role requires licensing (Series 7/66) and industry experience, along with the ability to communicate clearly, manage risk, and grow a client base