Wealth & Investment Planning Advisor

Bank of America; West Hartford (CT); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and meet with clients to review goals and assets.

You must obtain required licenses and complete trainings, with SAFE Act registration for mortgage-related work. Responsibilities include building plans with brokerage products, recommending strategies, and expanding the client base

Qualifications

• Licenses required to be obtained and maintained.
• Strong time management and capacity discipline.
• Experience cultivating client relationships and recommending solutions.
• Demonstrated ability to build peer relationships through communication and collaboration.
• Results-driven mindset prioritizing clients’ interests in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Oral Communications

Risk Management

Executive Presence

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree or 1 year financial services experience

Job description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and meet with clients to review goals and assets.

You must obtain required licenses and complete trainings, with SAFE Act registration for mortgage-related work. Responsibilities include building plans with brokerage products, recommending strategies, and expanding the client base