Strategic Financial Solutions Advisor

Bank of America; Cedar Hill (TX); Sur place; USD 65 000 - 105 000; Plein temps

Résumé du poste

Bank of America seeks a financial advisory professional to deliver comprehensive advice and customized solutions for clients. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licensing and ongoing training are required, with SAFE Act registration obligations.

The role emphasizes client relationships, advisory services, and collaboration across banking and investment partners in a fast-paced environment.

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, building relationships and collaborating effectively with others to get things done.

Responsabilités

• 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.

Connaissances

Account Management

Advisory

Client Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Pipeline Management

Formation

High School Diploma / GED

Outils

Description du poste

Bank of America seeks a financial advisory professional to deliver comprehensive advice and customized solutions for clients. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products. Licensing and ongoing training are required, with SAFE Act registration obligations.

The role emphasizes client relationships, advisory services, and collaboration across banking and investment partners in a fast-paced environment.