Wealth & Investment Advisor

ISHE; Northern (KY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive eligible

Benefits for employees

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals with brokerage products and mortgage options. You will complete required licenses and trainings, and SAFE Act registration may apply for mortgage activity.

Responsibilities include planning with clients, referrals to partners, and coaching referral sources, all while mitigating risk and building trusted client relationships in a fast-paced

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu of 66) must be held.
• Minimum 1 year of experience in investments with product knowledge.
• Minimum 1 year in financial services or a sales environment with targets.
• Regulatory due diligence integrated into daily activities and long-term strategies.

Responsibilities

• Plan short- and long-term financial goals with a brokerage plan and investments.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by need.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals and existing clientele.
• Provide coaching to referral partners on client needs and solutions.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals with brokerage products and mortgage options. You will complete required licenses and trainings, and SAFE Act registration may apply for mortgage activity.

Responsibilities include planning with clients, referrals to partners, and coaching referral sources, all while mitigating risk and building trusted client relationships in a fast-paced