Wealth Planner & Investment Advisor, DFW Area

Bank of America; United States; In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals through brokerage products and banking services.

The role involves triaging leads, referring to business partners, building financial plans, and ensuring regulatory compliance; licenses must be obtained and maintained. In-office culture supports collaboration and career development, with flexible role-specific arrangements.

Competenze

• Licensed requirements include Series 7 & 66 (or 63 & 65 with condition of passing 66).
• Minimum one year in investments or financial services/sales with goals met.
• Strong relationship-building and client-focused communication.

Mansioni

• Works with clients to plan their short- and long-term financial goals using brokerage products and banking solutions.
• Recommends strategies aligning with client goals and needs.
• Triages client requests and refers to appropriate internal service providers by asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching and feedback to referral partners based on client needs and potential services.

Conoscenze

Account Management

Advisory

Client Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals through brokerage products and banking services.

The role involves triaging leads, referring to business partners, building financial plans, and ensuring regulatory compliance; licenses must be obtained and maintained. In-office culture supports collaboration and career development, with flexible role-specific arrangements.