Strategic Wealth & Investment Advisor

Bank of America Corporation; Indianapolis (IN); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America is hiring for a financial center role in the United States. You will work with clients to plan financial goals, recommending banking and investment strategies, and triaging requests to the right service providers.

The role emphasizes relationship-building, regulatory diligence, and sales performance in a fast-paced environment. Eligibility includes Series 7/66 licenses, with at least one year in investments or financial services, and the ability to work Monday through Friday with

Formación

• Current holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66)
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in the financial service industry and/or a sales environment with goals met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
• Must be able to work Monday through Friday and rotating Saturdays

Responsabilidades

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Conocimientos

Communication

Time management

Relationship building

Client focus

Risk awareness

Educación

High School Diploma / GED

Descripción del empleo

Bank of America is hiring for a financial center role in the United States. You will work with clients to plan financial goals, recommending banking and investment strategies, and triaging requests to the right service providers.

The role emphasizes relationship-building, regulatory diligence, and sales performance in a fast-paced environment. Eligibility includes Series 7/66 licenses, with at least one year in investments or financial services, and the ability to work Monday through Friday with