Wealth & Investment Advisor

Bank of America; Bel Air (MD); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Maryland seeks a financial professional to provide comprehensive advice and customized solutions to clients, guiding them toward their financial goals with brokerage products and a tailored financial plan.

The role involves triaging client leads, making referrals to partners based on needs and asset thresholds, and meeting with clients to review investment goals and strategies while expanding the client base.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry and/or financial services.
• Minimum of one year of experience in a sales environment where goals were met or exceeded.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to appropriate internal partners.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or clients.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Policies, Procedures, and Guidelines

Causation Analysis

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Maryland seeks a financial professional to provide comprehensive advice and customized solutions to clients, guiding them toward their financial goals with brokerage products and a tailored financial plan.

The role involves triaging client leads, making referrals to partners based on needs and asset thresholds, and meeting with clients to review investment goals and strategies while expanding the client base.