Investment & Financial Planning Advisor

Bank of America; Rockwall (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a financial consultant to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans that include brokerage products.

Role requires Series 7 & 66 (or 63/65 with conditions), at least 1 year in investments and banking, and strong relationship skills in a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses or 63/65 with plan to obtain missing series within 60 days.
• At least one year of investments industry experience and knowledge of investment products.
• At least one year in financial services or sales with results meeting/exceeding goals.
• Ability to build relationships and collaborate in a fast-paced environment.

Responsibilities

• Plan client financial goals and create brokerage and banking solutions.
• Recommend banking/investment strategies aligned to client goals.
• Triages client requests and routes to internal specialists by asset thresholds.
• Mitigate risk as part of daily activities.
• Identify new clients via referrals and engagement with financial center clientele.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial consultant to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet clients to review goals, and build financial plans that include brokerage products.

Role requires Series 7 & 66 (or 63/65 with conditions), at least 1 year in investments and banking, and strong relationship skills in a fast-paced environment.