Wealth & Investment Solutions Advisor

Bank of America Corporation; Murfreesboro (TN); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them reach financial goals. The role includes triaging leads, making referrals to partners, meeting with clients to review goals, and building financial plans with brokerage products.

You will apply licenses and complete required trainings, with potential residential mortgage loan responsibilities subject to SAFE Act requirements.

Qualifications

• Current Series 7 and 66 licenses or equivalents (63/65) are required.
• Minimum one year of experience in investments and financial services.
• Experience in sales with meeting or exceeding goals is preferred.

Responsabilités

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners.

Connaissances

Account Management

Advisory

Client Experience

Communication

Active Listening

Risk Management

Opportunity Referrals

Formation

High School Diploma

Outils

CRM Software

Description du poste

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them reach financial goals. The role includes triaging leads, making referrals to partners, meeting with clients to review goals, and building financial plans with brokerage products.

You will apply licenses and complete required trainings, with potential residential mortgage loan responsibilities subject to SAFE Act requirements.