Wealth & Financial Planning Advisor

Bank of America; La Palma (CA); Vor Ort; USD 80.000 - 120.000; Vollzeit

Zusammenfassung

Bank of America in the United States seeks an experienced financial professional to provide comprehensive advice and tailor-made solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners based on needs and assets, and meeting with clients to review goals and build financial plans.

You will guide clients on brokerage products, banking and investments, and ensure regulatory due diligence and SAFE Act considerations.

Qualifikationen

• Series 7 & 66 licenses required; or 63/65 in lieu of 66, with passing condition.
• Has at least one year experience in investments or financial services.
• Has at least one year experience in financial services or a sales environment with goals met.
• Builds and nurtures strong relationships with clients.
• Incorporates regulatory due diligence into daily activities.

Aufgaben

• Plan clients' short and long-term financial goals with brokerage products, including stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies that align with client goals.
• Triages client requests and refers to internal service providers based on assets and needs.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or bank clientele.
• Provide coaching and feedback to referral partners.

Kenntnisse

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Risk Management

Written Communications

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America in the United States seeks an experienced financial professional to provide comprehensive advice and tailor-made solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners based on needs and assets, and meeting with clients to review goals and build financial plans.

You will guide clients on brokerage products, banking and investments, and ensure regulatory due diligence and SAFE Act considerations.