Wealth & Investment Advisor

Miami Neuroscience Institute Baptist Health South Florida; Florida; On-site; USD 60,000 - 120,000; Full time

Job summary

Bank of America seeks an investment professional to deliver comprehensive financial guidance and customized solutions for clients in Florida. You will triage leads, refer to partners, meet clients to review goals, and build a financial plan with brokerage products.

Requirements include Series 7 & 66 licenses (63/65 accepted if needed), at least 1 year in investments, and experience in a sales-driven financial services environment. SAFE Act registration applies.

Qualifications

• Requires Series 7 & 66 licenses (63/65 accepted in lieu of 66).
• At least 1 year in investments and knowledge of investment products/services.
• At least 1 year in financial services or sales with meeting/exceeding goals.
• Strong relationship-building and collaboration abilities.
• Effective communication with clients and ability to manage multiple tasks.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or clientele networks.
• Provide coaching to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies and Guidelines

Client Management

Written Communications

Job description

Bank of America seeks an investment professional to deliver comprehensive financial guidance and customized solutions for clients in Florida. You will triage leads, refer to partners, meet clients to review goals, and build a financial plan with brokerage products.

Requirements include Series 7 & 66 licenses (63/65 accepted if needed), at least 1 year in investments, and experience in a sales-driven financial services environment. SAFE Act registration applies.