Wealth & Financial Solutions Advisor – NW Arkansas

Bank of America; Town of Springdale (WI); Vor Ort; USD 65.000 - 105.000; Vollzeit

Zusammenfassung

Bank of America is seeking a financial services professional to provide tailored advice and solutions to clients, helping them achieve financial goals.

Responsibilities include triaging leads, making referrals, reviewing financial plans, and recommending brokerage products. The role requires licenses, investment knowledge, and a track record in sales within financial services; bilingual Spanish is a plus.

Qualifikationen

• 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.
• Sets and accomplishes goals, building and nurturing relationships; communicates effectively; works in a fast-paced environment.

Aufgaben

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal service providers based on client needs.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientèle.

Kenntnisse

Series 7 & 66 licenses

Investment knowledge

Client relationships

Financial planning

Regulatory due diligence

Ausbildung

High School Diploma or GED

Jobbeschreibung

Bank of America is seeking a financial services professional to provide tailored advice and solutions to clients, helping them achieve financial goals.

Responsibilities include triaging leads, making referrals, reviewing financial plans, and recommending brokerage products. The role requires licenses, investment knowledge, and a track record in sales within financial services; bilingual Spanish is a plus.