Wealth & Goals Advisor – Financial Solutions Pro

Bank of America; Olde West Chester (OH); Presencial; USD 75 000 - 110 000; Tempo integral

Resumo da oferta

Bank of America in Ohio is seeking an investment professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products, while completing required licenses and trainings.

The role may involve residential mortgage loan activity with SAFE Act registration, background checks, and ongoing compliance.

Qualificações

• Currently holds Series 7 and 66 licenses; 63 or 65 can substitute if a passing score is received within 60 days.
• Minimum of one year of experience in financial services or a sales environment with goals met.
• Sets and accomplishes goals and builds strong relationships.
• Communicates effectively and confidently with clients.
• Desirable CFP and/or CRPC designations and insurance licenses.

Responsabilidades

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners.
• Mitigate and manage risk as part of daily activities.
• Identify and engage new clients through referrals or center clientele.

Conhecimentos

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America in Ohio is seeking an investment professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products, while completing required licenses and trainings.

The role may involve residential mortgage loan activity with SAFE Act registration, background checks, and ongoing compliance.