Strategic Wealth & Investment Advisor

Bank of America; Winston-Salem (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a licensed financial professional to provide comprehensive advice and customized solutions. You will build financial plans, refer clients to partners, and review goals with clients, including brokerage products and banking options.

Responsibilities include triaging client requests, mitigating risk, and engaging new clients while building strong relationships. Requires Series 7/66 licenses and a drive to meet sales goals in a fast-paced environment.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65)
• Minimum of one year of experience in the investments industry and financial services
• Minimum of one year of experience in a sales environment with goals achieved or exceeded
• Must be able to work Monday through Friday with rotating Saturdays

Responsibilities

• 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 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

Skills

Series 7 licenses

Series 66 licenses

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Pipeline Management

Policies Procedures Guidelines

Causation Analysis

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a licensed financial professional to provide comprehensive advice and customized solutions. You will build financial plans, refer clients to partners, and review goals with clients, including brokerage products and banking options.

Responsibilities include triaging client requests, mitigating risk, and engaging new clients while building strong relationships. Requires Series 7/66 licenses and a drive to meet sales goals in a fast-paced environment.