Wealth & Financial Planning Advisor

Merrill; Birmingham (AL); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Bank of America seeks a financial advisor to provide comprehensive advice and customized investment solutions. The role involves triaging leads, referring to business partners, meeting clients to review goals, and building financial plans that include brokerage products.

Licenses and trainings are required to expand knowledge. The position may involve residential mortgage loan-related duties and SAFE Act registration requirements, with associated background checks and compliance obligations.

Competenze

• Current Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum 1 year in investments industry with product knowledge
• Minimum 1 year in financial services or sales with targets
• Demonstrates goal setting and relationship-building
• Strong communication and client engagement skills
• Ability to navigate regulatory due diligence in daily work

Mansioni

• Plan clients' short- and long-term financial goals with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal partners
• Mitigate and control risk as part of daily activities
• Identify potential new clients through referrals or existing client base
• Provide coaching to referral partners based on client needs and products

Conoscenze

Series 7 & 66 licenses

Sales experience

Relationship building

Communication skills

Time management

Regulatory due diligence

Financial planning

Strumenti

Microsoft Office

Descrizione del lavoro

Bank of America seeks a financial advisor to provide comprehensive advice and customized investment solutions. The role involves triaging leads, referring to business partners, meeting clients to review goals, and building financial plans that include brokerage products.

Licenses and trainings are required to expand knowledge. The position may involve residential mortgage loan-related duties and SAFE Act registration requirements, with associated background checks and compliance obligations.