Strategic Investment & Financial Planning Advisor

Bank of America; Apache Junction (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a financial services professional to provide comprehensive advice and customized solutions to clients, helping them meet financial goals through brokerage products and banking solutions.

The role involves triaging leads, referrals, and building robust financial plans to drive client success. The position requires active Series 7/66 licenses and at least one year in investments or financial services, with a track record of meeting sales goals.

Qualifications

• Active Series 7/66 licenses required.
• Minimum 1 year in investments or financial services.
• Proven track record of meeting sales goals.

Responsibilities

• Provide comprehensive financial advice and customized solutions to clients.
• Triaging leads and referrals to develop opportunities.
• Build robust financial plans to help clients meet their goals.

Skills

Series 7/66 licenses

Financial planning

Client advisory

Sales goals

Job description

Bank of America seeks a financial services professional to provide comprehensive advice and customized solutions to clients, helping them meet financial goals through brokerage products and banking solutions.

The role involves triaging leads, referrals, and building robust financial plans to drive client success. The position requires active Series 7/66 licenses and at least one year in investments or financial services, with a track record of meeting sales goals.