Wealth & Financial Planning Advisor

Bank of America; Town of Arcadia (NY); Sur place; USD 70 000 - 80 000; Plein temps

Résumé du poste

Bank of America in Arcadia, CA is seeking a licensed financial professional to provide comprehensive client advice and customized solutions to help clients reach their financial goals. The role involves triaging leads, referrals, meeting with clients, building financial plans, and recommending brokerage products.

Required licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services, with a focus on goal setting, relationship building, and regulatory due diligence.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Responsabilités

• 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.

Connaissances

Account management

Advisory

Client experience

Branding

Customer focus

Oral communications

Active listening

Attention to detail

Risk management

Written communications

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America in Arcadia, CA is seeking a licensed financial professional to provide comprehensive client advice and customized solutions to help clients reach their financial goals. The role involves triaging leads, referrals, meeting with clients, building financial plans, and recommending brokerage products.

Required licenses (Series 7 & 66 or 63/65) and at least one year in investments or financial services, with a focus on goal setting, relationship building, and regulatory due diligence.