Strategic Financial Planner & Investment Advisor

Bank of America; Chandler (AZ); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized wealth solutions. You will triage client leads, review financial goals, and build plans using brokerage products and banking services.

Expect to obtain required licenses and complete trainings, with SAFE Act obligations for residential mortgage origination. Key duties include meeting clients, building financial plans, and referring to partners based on asset thresholds while ensuring compliance and

Qualifications

• Requires Series 7 & 66 licenses; 63/65 can substitute if a passing score is achieved for the missing series within 60 days.
• At least one year of experience in the investments industry and knowledge of investment products.
• Experience in a financial services or sales environment with goals met or exceeded.
• Strong ability to build relationships and communicate with clients.

Responsibilities

• Plan clients' short- and long-term financial goals by crafting financial plans with brokerage and banking products.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on assets.
• Mitigate risk as part of daily activities and engage new clients through referrals.

Job description

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized wealth solutions. You will triage client leads, review financial goals, and build plans using brokerage products and banking services.

Expect to obtain required licenses and complete trainings, with SAFE Act obligations for residential mortgage origination. Key duties include meeting clients, building financial plans, and referring to partners based on asset thresholds while ensuring compliance and