Strategic Financial Solutions Advisor

Bank of America Corporation; Wilton (AL); Presencial; USD 70 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Incentive plan

Benefits package

Paid time off

Resumo da oferta

Bank of America Corporation is seeking a financial advisor to deliver tailored financial guidance and investment solutions to clients. The role includes triaging leads, coordinating with partners, and building financial plans that combine brokerage products with banking services.

Ideal candidates hold Series 7 and 66 licenses (or equivalents), have at least 1 year in financial services or sales, and can work Monday–Friday with rotating Saturdays.

Qualificações

• Requires Series 7 and 66 licenses (or 63 and 65)
• Minimum 1 year in investments industry or sales with performance
• Regulatory due diligence and compliance in daily work
• Must be able to work Monday–Friday and rotating Saturdays

Responsabilidades

• Plan clients' short and long-term financial goals with brokerage and banking products
• Recommends banking and investment strategies aligned to goals
• Triages client requests and refers to internal specialists
• Mitigates and manages risk in daily activities
• Identifies potential new clients via referrals or existing clientele
• Provides coaching to referral partners based on client needs and product services

Conhecimentos

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

Formação académica

High School Diploma / GED

Descrição da oferta de emprego

Bank of America Corporation is seeking a financial advisor to deliver tailored financial guidance and investment solutions to clients. The role includes triaging leads, coordinating with partners, and building financial plans that combine brokerage products with banking services.

Ideal candidates hold Series 7 and 66 licenses (or equivalents), have at least 1 year in financial services or sales, and can work Monday–Friday with rotating Saturdays.