Strategic Financial Solutions Advisor

Bank of America; Latham (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Kansas is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners when appropriate, and meet with clients to review goals and create financial plans involving brokerage products.

This role requires Series 7 and 66 licenses (or equivalents), at least one year in investments and financial services, and a proven sales record.

Qualifications

• Licenses required: Series 7 and 66 (or 63/65 in lieu).
• Experience in investments and financial services is expected.
• Experience in a sales environment with goals attained or exceeded.
• Strong relationship-building and client-facing skills.
• Ability to manage regulatory due diligence in daily activities.

Responsibilities

• Build and review financial plans with clients and recommend brokerage products.
• Triages client requests and refers to internal partners based on needs and asset thresholds.
• Plan short- and long-term financial goals with clients and advise on banking and investments.
• Mitigate risk and engage new clients through referrals or existing clientele.
• Provide coaching to partners based on client needs and product services.

Skills

Client relationship management

Oral communications

Active listening

Attention to detail

Customer focus

Education

Series 7 and 66 licenses

Job description

Bank of America in Kansas is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners when appropriate, and meet with clients to review goals and create financial plans involving brokerage products.

This role requires Series 7 and 66 licenses (or equivalents), at least one year in investments and financial services, and a proven sales record.