Strategic Investment & Banking Solutions Advisor

Bank of America; Wylie (TX); Sur place; USD 80 000 - 120 000; Plein temps

Résumé du poste

Bank of America is hiring a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, craft financial plans, and recommend brokerage products.

You will pursue required licenses with training and adhere to SAFE Act requirements. The role emphasizes building strong client relationships, cross-team collaboration, and

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu of 66) or ability to obtain missing licenses within required timeframe.
• Minimum 1 year experience in investments industry or financial services with sales goals.
• Experience in financial planning and recommending brokerage products.
• Strong regulatory due diligence and compliance mindset.

Responsabilités

• Triages client leads and referrals to internal partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds financial plans.
• Recommends banking and investment strategies aligned with client goals.
• Maintains and expands client relationships while managing risk.
• Identifies new client opportunities within the financial center and via referrals.
• Coaches referral partners and collaborates with colleagues to deliver solutions.

Connaissances

Account Management

Advisory

Client Experience Branding

Customer 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

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is hiring a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, craft financial plans, and recommend brokerage products.

You will pursue required licenses with training and adhere to SAFE Act requirements. The role emphasizes building strong client relationships, cross-team collaboration, and