Investment & Financial Planning Advisor

Bank of America; Springfield (TN); Sur place; USD 65 000 - 100 000; Plein temps

Résumé du poste

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients. You will build financial plans, review investment goals, and refer clients to appropriate partners based on assets and needs.

The role requires Series 7 and 66 licenses, strong client relationship skills, and the ability to work Monday–Friday with rotating Saturdays in an in-office setting. Training and regulatory compliance are part of daily duties.

Qualifications

• Current Series 7 and 66 licenses are required.
• Experience in investments and financial products is needed.
• Sales background in financial services with meeting goals is preferred.
• Ability to work in a fast-paced regulatory environment.

Responsabilités

• Plan clients' financial goals with brokerage products and banking solutions.
• Recommend investment strategies aligned with client needs and thresholds.
• Triages client requests and routes to appropriate partners.
• Mitigate risk as part of daily activities.
• Identify potential new clients through referrals or existing centers.
• Coach partners based on client needs and product services.

Connaissances

Series 7

Series 66

Investments knowledge

Sales experience

Regulatory due diligence

Formation

High School Diploma / GED

Description du poste

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients. You will build financial plans, review investment goals, and refer clients to appropriate partners based on assets and needs.

The role requires Series 7 and 66 licenses, strong client relationship skills, and the ability to work Monday–Friday with rotating Saturdays in an in-office setting. Training and regulatory compliance are part of daily duties.