Personal Wealth & Investment Advisor

Bank of America; Greenville (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation is hiring for a financial advisory role focused on providing comprehensive guidance and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging leads, making referrals, reviewing goals, and building financial plans with brokerage products.

Role requires Series 7/66 licenses, at least 1 year in investments or financial services, strong relationship skills, and the ability to work in a fast-paced environment with

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry, including investment training and knowledge of products.
• Minimum of one year of experience in financial services or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals and builds relationships.
• Communicates effectively with clients and works well in a team.
• Ability to work Monday through Friday and rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, funds, annuities, etc.).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers based on needs and assets.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners and share knowledge of products.

Education

High School Diploma / GED

Job description

Bank of America Corporation is hiring for a financial advisory role focused on providing comprehensive guidance and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging leads, making referrals, reviewing goals, and building financial plans with brokerage products.

Role requires Series 7/66 licenses, at least 1 year in investments or financial services, strong relationship skills, and the ability to work in a fast-paced environment with