Licensed Financial Advisor – Investments & Planning

Bank of America; Milpitas (CA); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Bank of America is seeking an investment advisory professional to provide comprehensive financial guidance and customized solutions for clients.

Responsibilities include triaging leads, making referrals, reviewing goals with clients, and building financial plans that may include brokerage products. Requires pursuing licenses and training; SAFE Act registration applies to residential mortgage originations.

Formación

• Currently holds Series 7 & 66 licenses; If you hold 63/65, offer contingent on passing 66 within 60 days.
• At least one year experience in the investments industry with training and product knowledge.
• At least one year experience in financial services or a sales environment with goals met or exceeded.
• Ability to set and achieve goals, build relationships, and work in a fast-paced environment.
• Strong communication, time-management, and regulatory due diligence skills.

Responsabilidades

• Plan short- and long-term financial goals with clients, building financial plans and recommending brokerage products.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product knowledge.

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

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

Descripción del empleo

Bank of America is seeking an investment advisory professional to provide comprehensive financial guidance and customized solutions for clients.

Responsibilities include triaging leads, making referrals, reviewing goals with clients, and building financial plans that may include brokerage products. Requires pursuing licenses and training; SAFE Act registration applies to residential mortgage originations.