Strategic Financial Planning Advisor

Bank of America; Lubbock (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a licensed financial advisor to provide comprehensive financial planning and brokerage solutions. You will triage client leads, develop investment plans, and coordinate referrals to internal partners to meet client goals.

The role requires regulatory knowledge, relationship-building, and the ability to work with clients to mitigate risk while delivering tailored bank and investment solutions.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages your time and capacity
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

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

Communication

Relationship Building

Team Collaboration

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a licensed financial advisor to provide comprehensive financial planning and brokerage solutions. You will triage client leads, develop investment plans, and coordinate referrals to internal partners to meet client goals.

The role requires regulatory knowledge, relationship-building, and the ability to work with clients to mitigate risk while delivering tailored bank and investment solutions.