Strategic Financial Planner & Investment Advisor

Bank of America; Tulsa (OK); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging client leads, referring to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Responsibilities include planning with clients, recommending banking and investments strategies,

Qualifications

• Experience providing financial advice and building client financial plans.
• Knowledge of brokerage products and banking solutions; ability to tailor to client goals.
• Strong communication, relationship-building and time-management skills.

Responsibilities

• Triages client leads and makes referrals based on client needs and asset thresholds.
• Recommends banking and investment strategies aligned with client goals.
• Reviews client goals with focus on financial planning and product solutions.
• Maintains regulatory due diligence and adheres to SAFE Act requirements.
• Develops and coaches relationship with referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging client leads, referring to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Responsibilities include planning with clients, recommending banking and investments strategies,