Strategic Financial Planner & Advisor

Bank of America; North Charleston (SC); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products, while pursuing required licenses and trainings.

The role may involve residential mortgage loan origination and SAFE Act registration; background checks apply.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Must be able to work Monday through Friday and rotating Saturdays

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Account Management

Advisory

Client Experience

Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products, while pursuing required licenses and trainings.

The role may involve residential mortgage loan origination and SAFE Act registration; background checks apply.