Investment Solutions Advisor – Client Planning

Bank of America Corporation; Florida; Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America Corporation seeks a financial advisor to help clients achieve their financial goals through customized planning and brokerage solutions. You will meet with clients, review goals, and build plans that include stocks, bonds, mutual funds, annuities, and banking products.

The role requires Series 7 and 66 (or 63/65) licenses, 1+ year in investments, and strong relationship management in a fast-paced environment with in-office expectations and flexibility.

Formación

• Currently holds required securities licenses (Series 7 and 66 or equal 63/65)
• Minimum of one year of experience in the investments industry and financial services or sales environment
• Ability to plan, build financial plans, and recommend brokerage products
• Wamiliarity with regulatory due diligence and SAFE Act registration requirements

Responsabilidades

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or client base
• Provides coaching and feedback to referral partners based on client needs and product services

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America Corporation seeks a financial advisor to help clients achieve their financial goals through customized planning and brokerage solutions. You will meet with clients, review goals, and build plans that include stocks, bonds, mutual funds, annuities, and banking products.

The role requires Series 7 and 66 (or 63/65) licenses, 1+ year in investments, and strong relationship management in a fast-paced environment with in-office expectations and flexibility.