Investment Solutions Advisor: Build Custom Financial Plans

Bank of America; Lakeland (FL); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America in Lakeland, FL is seeking a financial professional to provide comprehensive advice and tailored solutions to clients to help meet their financial goals.

The role involves triaging leads, making referrals, meeting with clients to review goals, and building financial plans with brokerage products; licenses and SAFE Act compliance are required. This position emphasizes collaboration and opportunities for growth within a trusted network.

Qualifications

• Licensed to sell securities and complete required trainings.
• SAFE Act mortgage registration requirements apply.
• Regulatory due diligence is part of daily activities.
• Strong client relationship and sales skills.

Responsibilities

• Plan financial goals with brokerage products and banking solutions.
• Triages client requests and referrals to appropriate partners.
• Meet with clients to review goals and build financial plans.
• Provide coaching and feedback to referral partners.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals.

Skills

Account Management

Advisory Client Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Lakeland, FL is seeking a financial professional to provide comprehensive advice and tailored solutions to clients to help meet their financial goals.

The role involves triaging leads, making referrals, meeting with clients to review goals, and building financial plans with brokerage products; licenses and SAFE Act compliance are required. This position emphasizes collaboration and opportunities for growth within a trusted network.