Investment & Financial Planning Advisor

Bank of America; North Providence (RI); Presencial; USD 70.000 - 80.000; Jornada completa

Descripción de la vacante

Bank of America in Rhode Island is seeking a client-focused financial advisor to triage leads, create financial plans, and guide clients in brokerage products and banking solutions.

Responsibilities include meeting with clients, referring to partners by need and asset thresholds, and maintaining compliance with SAFE Act requirements for mortgage loan originations. Licenses and a results-driven mindset are essential.

Formación

• Must have Series 7 and 66 licenses (or 63 and 65 as substitute).
• Minimum 1 year in investments with product knowledge.
• Experience in financial services or sales meeting targets.
• Strong relationship building and client communication.

Responsabilidades

• Triages client requests and refers to internal partners based on asset thresholds.
• Builds financial plans and reviews goals with clients.
• Recommends banking and investment strategies aligned to client needs.
• Provides coaching to referral partners and maintains regulatory due diligence.
• Works with clients to plan short- and long-term financial goals and reviews performance.

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

Descripción del empleo

Bank of America in Rhode Island is seeking a client-focused financial advisor to triage leads, create financial plans, and guide clients in brokerage products and banking solutions.

Responsibilities include meeting with clients, referring to partners by need and asset thresholds, and maintaining compliance with SAFE Act requirements for mortgage loan originations. Licenses and a results-driven mindset are essential.