Investment Solutions Advisor — Build Personal Wealth Plans

Bank of America Corporation; Matthews (NC); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Bank of America Corporation seeks a Financial Advisor to provide comprehensive advice and customized financial solutions. The role includes triaging leads, meeting with clients to review goals, building financial plans with brokerage products, and referring to business partners based on client needs and asset levels.

Licensure and ongoing trainings are required. The position may involve residential mortgage loan work and SAFE Act registration, with background checks and compliance requirements.

Qualifikationen

• Series 7 and 66 licenses (or 63/65 in lieu) are required.
• Minimum 1 year in investments industry with product knowledge.
• Minimum 1 year in financial services or sales with meeting goals.
• Strong relationship-building and collaboration skills.
• Ability to work Monday–Friday with rotating Saturdays.

Aufgaben

• Plan clients' short- and long-term financial goals and build a financial plan using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal providers based on needs and assets.
• Mitigate risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Kenntnisse

Client relationship management

Communication

Active listening

Problem solving

Ausbildung

High School Diploma

Jobbeschreibung

Bank of America Corporation seeks a Financial Advisor to provide comprehensive advice and customized financial solutions. The role includes triaging leads, meeting with clients to review goals, building financial plans with brokerage products, and referring to business partners based on client needs and asset levels.

Licensure and ongoing trainings are required. The position may involve residential mortgage loan work and SAFE Act registration, with background checks and compliance requirements.