Private Banking Wealth Advisor

Bank of America; Dallas (TX); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Bank of America is seeking a Financial Solutions Advisor in our Private Bank Office to provide comprehensive financial guidance and customized solutions. You will triage client leads, meet with clients to review goals, build financial plans, and refer to business partners based on asset thresholds.

Role requires Series 7 and 66 licenses (63/65 with upgrade plan acceptable), at least three years in financial services or sales, and strong relationship management skills.

Qualifikationen

• Hold Series 7 and 66 licenses, or 63/65 with a plan to obtain 66 within 60 days.
• 3+ years in financial services or sales with goals met or exceeded (including investing knowledge).
• Depth and breadth of relationship management product/solutions knowledge.
• Acts as a client advocate and builds strong relationships.
• Able to manage time effectively in a fast-paced environment.

Aufgaben

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Kenntnisse

Relationship mgmt

Sales experience

Time management

Communication

Ausbildung

Series 7 & 66 licenses (or 63/65 with upgrade plan)

CFP/CRPC designations

Tools

CRM software

MS Office

Investment platforms

Jobbeschreibung

Bank of America is seeking a Financial Solutions Advisor in our Private Bank Office to provide comprehensive financial guidance and customized solutions. You will triage client leads, meet with clients to review goals, build financial plans, and refer to business partners based on asset thresholds.

Role requires Series 7 and 66 licenses (63/65 with upgrade plan acceptable), at least three years in financial services or sales, and strong relationship management skills.