Wealth & Investment Advisor – Northwest Arkansas

Bank of America; Springdale (AR); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Bank of America is hiring a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include building financial plans with brokerage products and referring clients to internal partners based on needs and assets.

The role emphasizes licensing completion, regulatory diligence, and the ability to engage clients in banking and investment strategies while supporting responsible growth and a client-first culture.

Formación

• Active securities licenses required (Series 7 & 66). If only 63/65, must pass missing series within 60 days.
• Minimum 1 year experience in investments industry with product knowledge.
• Minimum 1 year experience in financial services or sales with targets.
• Sets and meets goals; builds strong relationships.
• Collaborates effectively with others and communicates confidently with clients.

Responsabilidades

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and referrals to internal service providers.
• Mitigates and manages risk in daily activities.
• Identifies new clients through referrals or existing clientele.
• Coaches referral partners on client needs and services.

Conocimientos

Account Management

Advisory

Client Experience

Communication

Active Listening

Risk Management

Pipeline Management

Time Management

Educación

High School Diploma

Herramientas

CRM Software

Microsoft Excel

Descripción del empleo

Bank of America is hiring a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include building financial plans with brokerage products and referring clients to internal partners based on needs and assets.

The role emphasizes licensing completion, regulatory diligence, and the ability to engage clients in banking and investment strategies while supporting responsible growth and a client-first culture.