Strategic Financial Planning Solutions Advisor

Bank of America; Galveston (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to help clients reach their financial goals by building comprehensive plans with brokerage and banking products. You will triage leads, refer to internal partners, and meet with clients to review goals in a dynamic, compliant environment.

The role requires securities licenses, at least one year in the investments/financial services space, and a knack for building strong client relationships in a team-based setting.

Qualifications

• Licensed Series 7 & 66 (63/65 in lieu of 66) with passing requirement within 60 days.
• Minimum one year in investments with knowledge of products and services.
• One year in financial services or a sales environment with proven results.
• Ability to set goals, build relationships and collaborate effectively.
• Strong regulatory due diligence and client-centric focus.

Responsibilities

• Plan client financial goals and build a plan using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by need and assets.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Coach referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to help clients reach their financial goals by building comprehensive plans with brokerage and banking products. You will triage leads, refer to internal partners, and meet with clients to review goals in a dynamic, compliant environment.

The role requires securities licenses, at least one year in the investments/financial services space, and a knack for building strong client relationships in a team-based setting.