Strategic Wealth & Investment Advisor

Bank of America; Des Moines (IA); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions. You will triage client leads, review goals, and build a financial plan using brokerage products.

The role emphasizes regulatory due diligence and collaborating with internal partners to meet client needs. The position requires Series 7 & 66 licenses (63/65 accepted) and at least one year in investments, with a focus on relationship-building in a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66 acceptable).
• At least one year of experience in investments with product knowledge.
• Experience in financial services or sales with targets met or exceeded.
• Strong relationship-building and collaboration skills.
• Ability to work in a fast-paced, regulated environment.

Responsibilities

• Plan client finances by building a plan with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clients.
• Provide coaching to referral partners based on client needs and products.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions. You will triage client leads, review goals, and build a financial plan using brokerage products.

The role emphasizes regulatory due diligence and collaborating with internal partners to meet client needs. The position requires Series 7 & 66 licenses (63/65 accepted) and at least one year in investments, with a focus on relationship-building in a fast-paced environment.