Wealth & Investment Advisor - Upstate NY Market

Bank of America Corporation; Fayetteville (NC); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Responsibilities include planning with brokerage products (stocks, bonds, funds), coordinating referrals,

Qualifications

• Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
• Minimum of 1 year of experience in the investments industry
• Minimum of 1 year of experience in financial services or a sales environment
• Sets and accomplishes goals and builds relationships
• Communicates effectively with clients

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals
• Provide coaching to referral partners based on client needs

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 Corporation is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Responsibilities include planning with brokerage products (stocks, bonds, funds), coordinating referrals,