Investment & Financial Planning Advisor

Bank of America; Oklahoma City (OK); Presencial; USD 65 000 - 95 000; Tempo integral

Resumo da oferta

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build plans with brokerage products, including stocks and bonds.

Required licenses (Series 7 & 66; or 63/65 as a substitute) and at least 1 year in investments/financial services are essential.

Qualificações

• Series 7 and 66 licenses required; 63/65 acceptable with passing 66 in 60 days.
• At least 1 year in investments/financial services with product knowledge.
• Ability to build financial plans and review client goals.

Responsabilidades

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers to appropriate internal service providers based on asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or financial center clientele.

Conhecimentos

Account management

Advisory

Client experience

Oral communications

Formação académica

High School Diploma

Descrição da oferta de emprego

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build plans with brokerage products, including stocks and bonds.

Required licenses (Series 7 & 66; or 63/65 as a substitute) and at least 1 year in investments/financial services are essential.