Investment & Financial Planning Advisor

Bank of America; Plano (TX); Presencial; USD 65.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America seeks a licensed financial advisor to provide comprehensive advice and customized solutions for clients, building financial plans and recommending brokerage products to help achieve goals. The role requires regulatory compliance knowledge and the ability to triage leads and refer to partners.

You will meet with clients, review goals, and expand knowledge through required licenses and trainings. SAFE Act registration is a condition of employment and background checks apply.

Formación

• Requires Series 7 & 66 (63 & 65 in lieu of 66) licenses; if you don’t hold 66 but have 63 or 65, an offer can be extended with condition to pass missing series within 60 days.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience 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 with all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and finds the right solutions for clients.
• Efficiently manages time and capacity.
• Safeguards regulatory due diligence in daily activities and long-term client strategies.

Responsabilidades

• Plans clients’ financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.
• Provides coaching and feedback to referral partners based on client needs and product services.

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 seeks a licensed financial advisor to provide comprehensive advice and customized solutions for clients, building financial plans and recommending brokerage products to help achieve goals. The role requires regulatory compliance knowledge and the ability to triage leads and refer to partners.

You will meet with clients, review goals, and expand knowledge through required licenses and trainings. SAFE Act registration is a condition of employment and background checks apply.