Investment & Financial Planning Advisor

Bank of America; Snohomish (WA); Vor Ort; USD 70.000 - 80.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America in Washington state seeks a financial advisor to provide comprehensive advice and customized solutions to clients to help achieve their financial goals. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role requires Series 7 and 66 licenses (63/65 in lieu), at least one year in investments, and a background in financial services or sales with proven

Qualifikationen

• Hold Series 7 & 66 (63/65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• Experience in financial services or a sales environment with goals met or exceeded.
• Builds and nurtures strong client relationships.
• Effective communication with clients and ability to explain complex concepts.
• Time management and ability to work in a fast-paced environment.
• Is thorough about regulatory due diligence.

Aufgaben

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners.

Kenntnisse

Advisory

Account Management

Client Experience

Oral Communications

Risk Management

Attention to Detail

Pipeline Management

Jobbeschreibung

Bank of America in Washington state seeks a financial advisor to provide comprehensive advice and customized solutions to clients to help achieve their financial goals. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role requires Series 7 and 66 licenses (63/65 in lieu), at least one year in investments, and a background in financial services or sales with proven